Plan Snapshot
- Plan Sponsor: Troy Group, INC.
- Sponsor EIN: 330807798
- Sponsor Address: 3 BRYAN DRIVE, WHEELING, WV, 26003
- Plan Type: 401(k)
- Total Participants: 114
- Total Assets: $15.4M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 114 | $15.4M | $258,002 | $650,365 |
| 2023 | 93 | $14.1M | $250,137 | $696,309 |
| 2022 | 101 | $12.4M | $256,007 | $636,034 |
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 |
|---|---|---|---|---|
| GROSSMAN YANAK AND FORD | 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 | $42,338 | $42,338 | — | — | — |
| 2023 | $19,679 | $14,593 | — | — | — |
| 2022 | $64,719 | $62,267 | $2,452 | — | — |