Trew, LLC. 401(K) Plan — Form 5500 plan (Trew, 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, Trew, LLC. 401(K) Plan is a benefit plan reported by Trew, LLC under EIN 83-1502676 and plan number 001. The latest loaded filing year is 2023. The filing reports 415 participants and $19,472,307 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Trew, LLC
EIN
83-1502676
Plan number
001
Plan type
2
Location
Fairfield, OH
Latest filing year
2023
Participants
415
End-of-year plan assets
$19,472,307

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023415H, C20241015103327NAL0028074065001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$19,472,307
Net assets (EOY)
$19,472,307
Net assets (BOY)
$13,077,212

Income & contributions

Employer contributions
$1,222,591
Participant contributions
$2,490,412
Total contributions
$5,731,817
Total income / additions
$8,308,754

Expenses & distributions

Benefits paid
$1,775,297
Administrative expenses
$100,532
Total expenses
$1,913,659
Net increase / (decrease)
$6,395,095

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Empower Annuity Insurance CompanyRECORDKEEPER$59,970not reported in the loaded dataset2023
Ubs Financial ServicesINVESTMENT ADVISOR$36,589$02023
Blue Chip Retirement Plans, Inc.CONTRACT ADMIN$3,975$10,0002023

Related Form 5500 pages