Plan Snapshot
- Plan Sponsor: Truesdell Corporation
- Sponsor EIN: 860396664
- Sponsor Address: 1310 WEST 23RD STREET, TEMPE, AZ, 85282
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $7.2M
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 | 153 | $7.2M | $498,766 | $476,342 |
| 2023 | 190 | $5.9M | $294,690 | $429,886 |
| 2022 | 142 | $5.0M | $122,958 | $480,517 |
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 PLANNING CONSULTANTS, INC. | Other Service Provider | $19,176 | — | $19,176 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,176
- Estimated Expense Ratio: 0.265% 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 | $58,004 | — | — | — | — |
| 2023 | $51,242 | — | $5,500 | — | — |
| 2022 | $36,772 | — | — | — | $7,528 |