# Trupanion Managers Usa, INC. 401(k) Plan
Source: https://planprovider.pro/companies/trupanion-managers-usa-inc-401k-plan

> Trupanion Managers Usa, INC.'s 401(k) plan: 873 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trupanion Managers Usa, INC.

- **Sponsor EIN:** 383756263

- **Sponsor Address:** 6100 4TH AVENUE SOUTH, SUITE 200, SEATTLE, WA, 98108

- **Plan Type:** 401(k)

- **Total Participants:** 873

- **Total Assets:** $31.1M

## 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|873|$31.1M|$0|$4.8M|

| 2023|916|$24.9M|$0|$4.5M|

| 2022|1,005|$18.9M|$0|$4.5M|

## 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|

| USI CONSULTING GROUP, INC.|NONE|$20,347|—|$20,347|

| CHARLES SCHWAB TRUST BANK|NONE|$8,147|—|$8,147|

| CLARK NUBER, PS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $28,494

- **Estimated Expense Ratio:** 0.092% 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|$20,347|—|—|—|—|

| 2023|$21,781|—|—|—|—|

| 2022|$20,592|—|—|—|$13,666|

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