Plan Snapshot
- Plan Sponsor: Triosim Corporation
- Sponsor EIN: 474541904
- Sponsor Address: 2111 N SANDRA ST SUITE B, APPLETON, WI, 54911
- Plan Type: 401(k)
- Total Participants: 396
- Total Assets: $12.7M
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 | 396 | $12.7M | $592,096 | $1.3M |
| 2023 | 427 | $9.9M | $559,000 | $1.2M |
| 2022 | 362 | $8.0M | $477,647 | $1.0M |
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 |
|---|---|---|---|---|
| NICOLET NATIONAL BANK | SERVICE PROVIDER | — | $36,897 | $36,897 |
| VOYA RETIREMENT INSUR AND ANN CO. | SERVICE PROVIDER | $5,988 | — | $5,988 |
| PENSION CONSULTANTS CO., INC. | THIRD PARTY ADMINISTRATOR | — | $5,369 | $5,369 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PENSION CONSULTANTS CO., INC. — THIRD PARTY ADMINISTRATOR
- 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: $48,254
- Estimated Expense Ratio: 0.380% 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 | $18,594 | — | — | — | — |
| 2023 | $15,804 | — | — | — | — |
| 2022 | $13,456 | — | — | — | — |