Plan Snapshot
- Plan Sponsor: Trousdale Living Communities, INC.
- Sponsor EIN: 301103971
- Sponsor Address: 485 CENTRAL AVENUE NE, CLEVELAND, TN, 37311
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 102 | $2.4M | $0 | $188,063 |
| 2023 | 687 | $2.7M | $0 | $362,244 |
| 2022 | 762 | $2.7M | $448,168 | $0 |
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 |
|---|---|---|---|---|
| MSL, 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 |
|---|---|---|---|---|---|
| 2025 | $16,435 | — | $7,909 | — | — |
| 2024 | $38,072 | — | $18,522 | — | — |
| 2023 | $39,608 | — | $17,774 | — | — |
| 2022 | $49,304 | — | $33,419 | — | $15,885 |