# Trovata, INC. 401(k) Plan
Source: https://planprovider.pro/companies/trovata-inc-812922359-001

> Trovata, INC.'s 401(k) plan: 66 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trovata, INC.

- **Sponsor EIN:** 812922359

- **Sponsor Address:** 312 S. CEDROS AVE, SOLANA BEACH, CA, 92075

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 66

- **Total Assets:** $3.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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.|

| 2025|66|$3.5M|$0|$618,742|

| 2024|55|$2.7M|$0|$644,979|

| 2023|74|$2.6M|$0|$913,689|

| 2022|104|$1.7M|$0|$885,255|

## 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|

| PENSION ASSURANCE LLP|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|$361,479|—|—|—|—|

| 2024|$3,826|$2,106|—|—|—|

| 2023|$2,898|$1,634|—|—|—|

| 2022|$202,416|—|—|—|—|

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