Plan Snapshot
- Plan Sponsor: Trustwave Holdings, INC.
- Sponsor EIN: 113745786
- Sponsor Address: 70 WEST MADISON STREET, CHICAGO, IL, 60602
- Plan Type: 401(k)
- Total Participants: 297
- Total Assets: $86.7M
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 | 297 | $86.7M | $1.3M | $4.1M |
| 2023 | 330 | $82.8M | $1.3M | $4.9M |
| 2022 | 421 | $76.4M | $1.4M | $5.3M |
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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $174,086 | $44,980 | $129,106 | — | — |
| 2023 | $164,037 | $44,979 | $119,058 | — | — |
| 2022 | $164,479 | $44,977 | $108,258 | — | $11,244 |