# Trimont LLC 401(k) Plan
Source: https://planprovider.pro/companies/trimont-real-estate-advisors-401k-plan

> Trimont LLC's 401(k) plan: 700 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trimont LLC

- **Sponsor EIN:** 581524431

- **Sponsor Address:** 3560 LENOX ROAD, ATLANTA, GA, 30326

- **Plan Type:** 401(k)

- **Total Participants:** 700

- **Total Assets:** $74.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|700|$74.6M|$2.4M|$3.8M|

| 2023|348|$61.0M|$1.9M|$3.1M|

| 2022|301|$53.8M|$1.5M|$2.4M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| WHITE HORSE ADVISORS, LLC|INVESTMENT/FINANCIAL ADVI|$40,000|—|$40,000|

| BDO USA , LLP|ACCOUNTANT|$20,600|—|$20,600|

| ADP, INC.|RECORD KEEPER|$19,200|—|$19,200|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BDO USA , LLP](https://planprovider.pro/provider/bdo-usa-pc) — ACCOUNTANT

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $79,800

- **Estimated Expense Ratio:** 0.107% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$79,800|$75,975|—|—|—|

| 2023|$77,690|$72,905|—|—|—|

| 2022|$78,779|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trimont-real-estate-advisors-401k-plan)

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