Plan Snapshot
- Plan Sponsor: Trm Innovative Hearth Products
- Sponsor EIN: 921461302
- Sponsor Address: 1769 LAWRENCE ST E, RUSSELLVILLE, AL, 356548346
- Plan Type: 401(k)
- Total Participants: 220
- Total Assets: $11.1M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 220 | $11.1M | $436,941 | $717,858 |
| 2023 | 260 | $10.4M | $541,734 | $825,436 |
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 |
|---|---|---|---|---|
| D. K. WEISS, HOLT & ASSOCIATES, PLL | 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 | $20,245 | — | $20,245 | — | — |
| 2023 | $30,262 | — | $30,262 | — | — |