Plan Snapshot
- Plan Sponsor: Trinitas Ventures, LLC
- Sponsor EIN: 320026367
- Sponsor Address: 201 E MAIN ST SUITE 1000, LAFAYETTE, IN, 47901
- Plan Type: 401(k)
- Total Participants: 147
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 147 | $8.8M | $565,399 | $951,065 |
| 2023 | 152 | $7.2M | $474,931 | $879,410 |
| 2022 | 122 | $5.6M | $400,293 | $645,713 |
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 |
|---|---|---|---|---|
| HUTH THOMPSON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HUTH THOMPSON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $48,508 | $26,440 | — | — | — |
| 2023 | $37,249 | $24,270 | — | — | — |
| 2022 | $33,663 | $23,173 | $10,490 | — | — |