Plan Snapshot
- Plan Sponsor: Trismart Solar, LLC
- Sponsor EIN: 461945032
- Sponsor Address: SUITE 140, HOUSTON, TX, 77073
- Plan Type: 401(k)
- Total Participants: 166
- Total Assets: $558,390
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 166 | $558,390 | $34,925 | $154,882 |
| 2023 | 0 | $0 | $0 | $123,366 |
| 2022 | 213 | $249,191 | $0 | $251,435 |
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 |
|---|---|---|---|---|
| CHERRY BEKAERT ADVISORY LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $14,867 | — | $14,867 | — | — |
| 2023 | $2,064 | — | $2,064 | — | — |
| 2022 | $877 | — | $877 | — | — |