Plan Snapshot
- Plan Sponsor: Trivium Healthcare LLC
- Sponsor EIN: 452819656
- Sponsor Address: 317 AULT RD, SIGNAL MOUNTAIN, TN, 37377
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $2.4M
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 | 142 | $2.4M | $0 | $210,138 |
| 2023 | 139 | $2.0M | $0 | $213,815 |
| 2022 | 128 | $1.8M | $0 | $235,340 |
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 |
|---|---|---|---|---|
| SOLOMON AND NISLOW P.A | 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 | $2,408 | — | — | — | — |
| 2023 | $1,546 | — | — | — | — |
| 2022 | $2,246 | — | — | — | — |