Plan Snapshot
- Plan Sponsor: Trivium Of New York LLC
- Sponsor EIN: 465262437
- Sponsor Address: 3215 FULTON ST, BROOKLYN, NY, 11208
- Plan Type: 401(k)
- Total Participants: 316
- Total Assets: $247,997
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 | 316 | $247,997 | $0 | $68,686 |
| 2023 | 268 | $168,415 | $0 | $83,363 |
| 2022 | 240 | $73,600 | $0 | $80,919 |
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 |
|---|---|---|---|---|
| DSR CPA AND CONSULTANTS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DSR CPA AND CONSULTANTS LLC — Auditor
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 | $7,209 | — | $7,209 | — | — |
| 2023 | $6,723 | — | $1,708 | — | — |
| 2022 | $4,921 | — | $4,921 | — | — |