Plan Snapshot
- Plan Sponsor: Trove Recommerce, INC.
- Sponsor EIN: 455133674
- Sponsor Address: 2648 INTERNATIONAL BLVD,, OAKLAND, CA, 94601
- Plan Type: 401(k)
- Total Participants: 70
- Total Assets: $9.6M
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. |
|---|---|---|---|---|
| 2024 | 70 | $9.6M | $552,275 | $1.4M |
| 2023 | 254 | $8.9M | $561,153 | $1.7M |
| 2022 | 329 | $6.3M | $627,139 | $2.0M |
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 |
|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | RECORDKEEPER | $49,103 | — | $49,103 |
| OSTROW REISIN BERK & ABRAMS. LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HUMAN INTEREST ADVISOR LLC — RECORDKEEPER
- OSTROW REISIN BERK & ABRAMS. LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $49,103
- Estimated Expense Ratio: 0.512% of plan assets
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 | $49,103 | $49,103 | — | — | — |
| 2023 | $32,721 | $32,721 | — | — | — |
| 2022 | $31,600 | $31,600 | — | — | — |