# Trinidad Benham Corp. 401(k) Plan
Source: https://planprovider.pro/companies/trinidad-benham-corp-401k-plan

> Trinidad Benham Corp.&#39;s 401(k) plan: 1,164 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trinidad Benham Corp.

- **Sponsor EIN:** 840338660

- **Sponsor Address:** 6400 SOUTH FIDDLERS GREEN CIRCLE, GREENWOOD VILLAGE, CO, 80111

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

- **Total Participants:** 1,164

- **Total Assets:** $39.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **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|1,164|$39.1M|$1.0M|$3.2M|

| 2023|1,001|$35.9M|$926,650|$2.9M|

| 2022|1,009|$31.5M|$923,324|$3.1M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$95,130|—|$95,130|

| FROST, PLLC|ACCOUNTANT/AUDITOR|$16,660|—|$16,660|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [FROST, PLLC](https://planprovider.pro/provider/frost-pllc) — ACCOUNTANT/AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $111,790

- **Estimated Expense Ratio:** 0.286% 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|$111,790|—|$300|$16,660|—|

| 2023|$57,265|—|$1,200|$15,100|—|

| 2022|$57,711|—|—|—|—|

## Similar Plans

- [Trinidad Benham Corp.](https://planprovider.pro/companies/trinidad-benham-corp-plan-001) — 895 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trinidad-benham-corp-401k-plan)

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