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Original filing (PDF)20250808131839NAL0002642435001
TROTT LAW, P.C.
Form 5500
FILING_RECEIVED
TROTT LAW, P.C. PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
142
Accounts w/ balance
167
Plan assets (EOY)
$17.4M
Net assets (EOY)
$17.4M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TROTT LAW, P.C..
Plan sponsor
Name
TROTT LAW, P.C.
EIN
38-2482861
Address
31440 NORTHWESTERN HIGHWAY · SUITE 200 · FARMINGTON HILLS, MI · 483345418
Phone
(248) 594-4375
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-08
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
PLANTE MORAN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREGORY J SCHWARTZ & CO INC | 38-2117812 | — | ADVISOR | $36K | — |
Investments
32 direct securities · 1 pooled fund· $17.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$16.7M
32 holdings
Common Collective Trust
$775K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Harbor Capital Appreciation Fund | — | — | — | $3.1M | 17.9% | |
| Fidelity 500 Index Fund | — | — | — | $1.7M | 9.8% | |
| Fidelity Freedom Index 2025 Fund Investor Class | — | — | — | $1.4M | 8.1% | |
| Fidelity Freedom Index 2040 Fund Investor Class | — | — | — | $1.4M | 8.0% | |
| Fidelity Freedom Index 2030 Fund Investor Class | — | — | — | $904K | 5.2% | |
| BlackRock Equity Dividend Fund Institutional Share | — | — | — | $872K | 5.0% | |
| Fidelity Small Cap Growth Index Fund | — | — | — | $861K | 4.9% | |
| Fidelity Freedom Index 2045 Fund Investor Class | — | — | — | $815K | 4.7% | |
| RT NY LIFE AA CL 0 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $775K | 4.4% | |
| Fidelity Freedom Index 2035 Fund Investor Class | — | — | — | $679K | 3.9% | |
| Fidelity Freedom Index 2050 Fund Investor Class | — | — | — | $663K | 3.8% | |
| PIMCO Total Return Fund Institutional Class | — | — | — | $604K | 3.5% | |
| American Funds EuroPacific Growth Fund Class R-6 | — | — | — | $582K | 3.3% | |
| Thornburg International Equity Fund | — | — | — | $388K | 2.2% | |
| to 9.50 percent - | — | — | — | $376K | 2.2% | |
| Fidelity Management Trust Company Fidelity Freedom Index Income Fund Investor Class | — | — | — | $358K | 2.1% | |
| PIMCO High Yield Fund | — | — | — | $329K | 1.9% | |
| Small Cap Value Fund R6 | — | — | — | $301K | 1.7% | |
| Fidelity Inflation-Protected Bond Index Fund | — | — | — | $260K | 1.5% | |
| PIMCO Diversified Income Fund Institutional Class | — | — | — | $229K | 1.3% | |
| T. Rowe Price Diversified Mid Cap Growth Fund I CL | — | — | — | $158K | 0.9% | |
| American Fund US Government Securities Fund CL R6 | — | — | — | $137K | 0.8% | |
| Victory Sycamore Established Value Fund Class R6 | — | — | — | $127K | 0.7% | |
| Fidelity Mid Cap Index Fund | — | — | — | $108K | 0.6% | |
| iShares MSCI EAFE International Index Fund | — | — | — | $69K | 0.4% | |
| American Funds New World Fund Class R-6 | — | — | — | $61K | 0.4% | |
| Fidelity Freedom Index 2065 Fund Investor Class | — | — | — | $33K | 0.2% | |
| Fidelity Freedom Index 2055 Fund Investor Class | — | — | — | $27K | 0.2% | |
| Fidelity Freedom Index 2060 Fund Investor Class | — | — | — | $22K | 0.1% | |
| Fidelity Freedom Index 2015 Fund Investor Class | — | — | — | $19K | 0.1% | |
| Fidelity Freedom Index 2020 Fund Investor Class | — | — | — | $15K | <0.1% | |
| Fidelity Small Cap Index Fund | — | — | — | $4K | <0.1% | |
| Fidelity Management Trust Company Cash - Interest bearing | — | — | — | $4K | <0.1% |
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