Plan Snapshot
- Plan Sponsor: Trulite Glass & Aluminum Solutions, LLC
- Sponsor EIN: 271728501
- Sponsor Address: 1750 FOUNDERS PARKWAY, SUITE 154, ALPHARETTA, GA, 30009
- Plan Type: 401(k)
- Total Participants: 2,534
- Total Assets: $60.9M
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 | 2,534 | $60.9M | $2.1M | $5.5M |
| 2023 | 2,323 | $47.1M | $1.8M | $5.3M |
| 2022 | 2,321 | $39.2M | $1.7M | $5.0M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | Recordkeeper | $113,569 | — | $113,569 |
| CREATIVE PLANNING HOLDCO LLC | Investment Advisor | $30,039 | — | $30,039 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — Recordkeeper
- CREATIVE PLANNING HOLDCO LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $143,608
- Estimated Expense Ratio: 0.236% 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 | $144,373 | $30,137 | — | — | — |
| 2023 | $206,455 | — | $206,455 | — | — |
| 2022 | $181,583 | — | $181,583 | — | — |