Trend Technologies, LLC Savings And Retirement Plan — Form 5500 plan (Trend Technologies, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Trend Technologies, LLC Savings And Retirement Plan is a benefit plan reported by Trend Technologies, LLC under EIN 47-0898630 and plan number 002. The latest loaded filing year is 2023. The filing reports 332 participants and $15,255,361 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trend Technologies, LLC
EIN
47-0898630
Plan number
002
Plan type
2
Location
Chino, CA
Latest filing year
2023
Participants
332
End-of-year plan assets
$15,255,361

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023332H, C20240912155552NAL0004550275001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$15,255,361
Total liabilities (EOY)
$0
Net assets (EOY)
$15,255,361
Net assets (BOY)
$12,463,239

Income & contributions

Employer contributions
$176,764
Participant contributions
$849,025
Total contributions
$1,140,609
Total income / additions
$3,184,723

Expenses & distributions

Benefits paid
$318,640
Administrative expenses
$39,216
Total expenses
$392,601
Net increase / (decrease)
$2,792,122

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Nfp Retirement IncINVESTMENT ADVISOR$33,510not reported in the loaded dataset2023
Empower Advisory Group, LLCINVESTMENT MGMT$5,706not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$0$02023

Related Form 5500 pages