Plan Snapshot
- Plan Sponsor: Trowbridge Cam Holdings, INC
- Sponsor EIN: 881147453
- Sponsor Address: 817 W WASHINGTON BLVD, CHICAGO, IL, 60607
- Plan Type: 401(k)
- Total Participants: 442
- Total Assets: $10.0M
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 | 442 | $10.0M | $555,016 | $1.2M |
| 2023 | 235 | $6.4M | $141,564 | $287,508 |
| 2022 | 4 | $25,108 | $6,200 | $18,888 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | Investment Advisor | $31,941 | — | $31,941 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $9,715 | — | $9,715 |
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $7,549 | — | $7,549 |
| PRIME BENEFITS, INC. | Other Service Provider | $5,175 | — | $5,175 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $54,380
- Estimated Expense Ratio: 0.544% 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 | $47,544 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |