Plan Snapshot
- Plan Sponsor: Trusted Media Brands, INC.
- Sponsor EIN: 131726769
- Sponsor Address: 485 LEXINGTON AVENUE, NEW YORK, NY, 10017
- Plan Type: 401(k)
- Total Participants: 313
- Total Assets: $142.4M
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 | 313 | $142.4M | $0 | $3.2M |
| 2023 | 413 | $137.5M | $0 | $3.5M |
| 2022 | 526 | $122.6M | $0 | $3.8M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | NONE | $112,522 | — | $112,522 |
| UBS FINANCIAL SERVICES INC | NONE | $57,500 | — | $57,500 |
| GRANT THORNTON | NONE | $29,400 | — | $29,400 |
| VANGUARD ADVISERS INC. | NONE | $28,440 | — | $28,440 |
| SHIPMAN & GOODWIN LLP | NONE | $9,011 | — | $9,011 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- THE VANGUARD GROUP, INC. — NONE
- UBS FINANCIAL SERVICES INC — NONE
- GRANT THORNTON — NONE
- VANGUARD ADVISERS INC. — NONE
- SHIPMAN & GOODWIN LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $236,873
- Estimated Expense Ratio: 0.166% 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 | $250,186 | — | — | — | — |
| 2023 | $249,484 | — | — | — | — |
| 2022 | $231,935 | — | — | — | — |