Plan Ledger DOL Form 5500 · updated monthly

Trivium Healthcare LLC401(k)

TRIVIUM HEALTHCARE 401(K) PLAN · SIGNAL MOUNTAIN, TN · plan year 2024

Reported admin expense ratio · 2024
0.11%

Trivium Healthcare LLC reported $2,408 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.12% to 0.11%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Tennessee (1,278th of 1,496), and 4,533rd of 5,215 in retail trade. active participation has grown from 128 to 142 since 2022.

Plan summary
Net assets, end of year$2,447,993
Participants with balances313
Active participants142
Employer contributions—
Employee contributions$210,138
Employer contribution per active participant—
Average account balance$7,821
Benefits paid to participants$111,788
Plan auditUnmodified (clean) audit opinion
AuditorSOLOMON AND NISLOW P.A
Plan history3
Yearassets · accounts · employer contribution
2024$2.4M · 313 accts
2023$2.0M · 283 accts
2022$1.8M · 263 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,408
Total administrative$2,408
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ADP, INC. · Loan processing · Recordkeeping$2,408
ADP BROKER-DEALER · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$2,408 · 0.11%
2023$1,546 · 0.08%
2022$2,246 · 0.12%
Similar plansRetail Trade · Tennessee
Assemblers, Inc. TN$2.8M · 0.12%
Sunrise Buick Gmc, Inc. TN$2.6M · 1.29%
Miracle Ford, Inc. TN$2.3M · 0.56%
Cox Oil Company, Inc TN$2.3M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452819656 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.