Plan Snapshot
- Plan Sponsor: Trinity Business Group, LLC
- Sponsor EIN: 274373635
- Sponsor Address: 5800 ONE PERKINS PLACE, SUITE 6-A, BATON ROUGE, LA, 70808
- Plan Type: 401(k)
- Total Participants: 86
- Total Assets: $1.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 86 | $1.8M | $62,745 | $159,171 |
| 2023 | 98 | $1.5M | $65,363 | $159,542 |
| 2022 | 97 | $1.4M | $69,957 | $190,344 |
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 |
|---|---|---|---|---|
| KELLY PARTNERS ATTEST SERVICES LLP | Auditor | — | — | $0 |
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 | $2,157 | — | $2,157 | — | — |
| 2023 | $7,055 | — | $7,055 | — | — |
| 2022 | $1,559 | — | — | — | $1,559 |