Plan Snapshot
- Plan Sponsor: Trinova, INC.
- Sponsor EIN: 630517031
- Sponsor Address: 4485 LAUGHLIN DRIVE, SOUTH, MOBILE, AL, 36693
- Plan Type: 401(k)
- Total Participants: 151
- Total Assets: $10.9M
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 | 151 | $10.9M | $462,410 | $967,156 |
| 2023 | 135 | $8.5M | $445,293 | $901,389 |
| 2022 | 148 | $6.7M | $408,291 | $811,177 |
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 |
|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | INVESTMENT ADVISOR | $25,560 | — | $25,560 |
| JPMORGAN INVEST HOLDINGS LLC | RECORDKEEPER | $5,393 | — | $5,393 |
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $30,953
- Estimated Expense Ratio: 0.284% 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 | $33,788 | $33,788 | — | — | — |
| 2023 | $26,076 | $21,768 | — | — | — |
| 2022 | $22,263 | — | $22,263 | — | — |