# Triosim Corporation 401(k) Plan
Source: https://planprovider.pro/companies/triosim-corporation-401k-plan

> Triosim Corporation's 401(k) plan: 396 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/pension-consultants-inc) — THIRD PARTY ADMINISTRATOR

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|—|—|—|—|

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