# Trio Electric, Ltd. 401(k) Plan
Source: https://planprovider.pro/companies/trio-electric-ltd-401k-plan

> Trio Electric, Ltd.'s 401(k) plan: 190 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trio Electric, Ltd.

- **Sponsor EIN:** 421585496

- **Sponsor Address:** 11413 TODD STREET, HOUSTON, TX, 77055

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

- **Total Participants:** 190

- **Total Assets:** $5.2M

## 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|190|$5.2M|$39,510|$479,821|

| 2023|203|$4.7M|$34,933|$504,477|

| 2022|207|$3.8M|$27,015|$646,446|

## 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|

| TRANSAMERICA FINANCIAL LIFE INS CO|RECORDKEEPER|$21,802|—|$21,802|

| 3(16) FIDUCIARY SERVICES CORP|RECORDKEEPER|$17,032|—|$17,032|

| TEMPLETON & COMPANY LLP|AUDIT|$6,500|—|$6,500|

### Verified Provider Profiles

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

- [TRANSAMERICA FINANCIAL LIFE INS CO](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [TEMPLETON & COMPANY LLP](https://planprovider.pro/provider/templeton-and-company-llp) — AUDIT

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $45,334

- **Estimated Expense Ratio:** 0.873% 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|$45,335|—|$17,033|$6,500|—|

| 2023|$29,715|—|$13,263|—|—|

| 2022|$51,881|—|$45,881|—|$6,000|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/trio-electric-ltd-401k-plan)

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