Plan Snapshot
- Plan Sponsor: Trintech INC.
- Sponsor EIN: 770424202
- Sponsor Address: 5600 GRANITE PARKWAY SUITE 10000, PLANO, TX, 75024
- Plan Type: 401(k)
- Total Participants: 335
- Total Assets: $36.0M
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 | 335 | $36.0M | $1.2M | $3.2M |
| 2023 | 326 | $30.2M | $1.0M | $2.7M |
| 2022 | 315 | $24.2M | $1.1M | $2.8M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $79,703 | — | $79,703 |
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISOR | $52,486 | — | $52,486 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $132,189
- Estimated Expense Ratio: 0.367% 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 | $136,655 | $56,952 | — | — | — |
| 2023 | $117,021 | $43,963 | — | — | — |
| 2022 | $146,411 | $120,936 | $25,475 | — | — |