# Trustbridge, INC. 401(k) Plan
Source: https://planprovider.pro/companies/trustbridge-inc-401k-plan

> Trustbridge, INC.'s 401(k) plan: 1,076 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustbridge, INC.

- **Sponsor EIN:** 203974015

- **Sponsor Address:** 5300 EAST AVENUE, WEST PALM BEACH, FL, 33407

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

- **Total Participants:** 1,076

- **Total Assets:** $69.6M

## 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|1,076|$69.6M|$2.0M|$5.8M|

| 2023|1,032|$66.0M|$2.0M|$5.3M|

| 2022|1,075|$60.0M|$2.0M|$5.2M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$129,519|—|$129,519|

| MMA SECURITIES LLC|INVESTMENT ADVISORY|$40,000|—|$40,000|

| FORVIS MAZARS|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MMA SECURITIES LLC](https://planprovider.pro/provider/lpl-financial-llc) — INVESTMENT ADVISORY

- [FORVIS MAZARS](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $169,519

- **Estimated Expense Ratio:** 0.244% 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|$167,199|$39,972|$127,227|—|—|

| 2023|$157,254|$39,969|$117,285|—|—|

| 2022|$158,020|$39,993|$118,027|—|—|

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