Plan Ledger DOL Form 5500 · updated monthly

Trivium Life Services401(k)

TRIVIUM LIFE SERVICES 401(K) PLAN · COUNCIL BLUFFS, IA · plan year 2024

Reported admin expense ratio · 2024
0.85%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Trivium Life Services reported $76,403 in plan administrative expenses for 2024: 0.85% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,300 per active participant. 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 rose from 0.64% to 0.85%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Iowa (574th of 878), and the 5,695th of 11,911 in health care & social assistance. In 2024, employees put in $1.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,013,000
Participants with balances540
Active participants399
Employer contributions$917,717
Employee contributions$1,071,550
Employer contribution per active participant$2,300
Average account balance$18,543
Benefits paid to participants$906,153
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.0M · 540 accts · $918K emplr
2023$8.0M · 516 accts · $653K emplr
2022$6.4M · 471 accts · $903K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$76,403
Total administrative$76,403
The Trivium Life Services 401(k) match · 2024
Employer contribution per active participant$2,300
Median for plans this size$1,313
2024$2,300 per active participant
2023$1,649 per active participant
2022$2,333 per active participant

Trivium Life Services's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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 · 20244
HUB INVESTMENT ADVISORS · Investment advisory (plan)$30,025
FUTUREPLAN BY ASCENSUS · Contract administrator$13,387
EMPOWER ADVISORY GROUP, LLC · Investment management$3,611

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

Administrative cost history3
2024$76,403 · 0.85%
2023$39,378 · 0.55%
2022$39,575 · 0.64%
Same employer
Similar plansHealth Care & Social Assistance · Iowa
Balance Autism IA$11.5M · 0.53%
On With Life, Inc. IA$11.2M · 0.09%
New Hope Village IA$10.8M · 0.54%
Progress Industries IA$10.0M · 0.51%
Hillcrest Family Services IA$9.6M · 0.86%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 421041046 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.