Trendline Interactive LLC DBA Shift Paradigm 401(k) match, vesting and fees

Plan year 2025 filingShift Paradigm 401(k) Plan · Plan 001 · EIN 27-3334784Updated Oct 2026

What Trendline Interactive LLC DBA Shift Paradigm's 401(k) plan says about matching contributions

The match terms have not been published from this plan's filing yet.
The plan year 2025 filing reports $500K in employer contributions, about $2,907 per participant. That total includes any match and profit-sharing; it is not a match formula. Plan year 2025 Form 5500 ↗
$57,159
Average account balance
176
Participants (end of year)
$9.8M
Plan assets (end of year)
0.62%
Admin expenses ÷ assets

Plan features

Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.

RecordkeeperEmpower Annuity Insurance Company OSchedule C ↗
Independent auditorKendra Melnyk, Cpa (unmodified opinion, limited scope)Schedule H ↗
Plan type and status401(k) · ActiveForm 5500 ↗
Late participant contributionsReported on the filingSchedule H ↗

How the plan compares

Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.

Trendline Interactive LLC DBA Shift Paradigm: employer contribution per participant$2,907
Peer median$2,719
Trendline Interactive LLC DBA Shift Paradigm: average balance$57,159
Peer median$85,424
Trendline Interactive LLC DBA Shift Paradigm: admin expenses ÷ assets0.62%
Peer median0.27%

Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.

Plan history

Plan assets went from $3.5M at the end of plan year 2022 to $9.8M at the end of plan year 2025.

$3.5M2022$5.8M2023$8.6M2024$9.8M2025
End-of-year figures from each plan year's Form 5500 filing for the Trendline Interactive LLC DBA Shift Paradigm plan.
Plan yearParticipantsAssetsEmployer contributionsPer participantAdmin expense ratioMatch formulaFiling
2025176$9.8M$500K$2,9070.62%Not publishedForm 5500 ↗
2024195$8.6M$585K$3,0930.72%Not publishedForm 5500 ↗
2023256$5.8M$579K$2,4450.74%Not publishedForm 5500 ↗
2022228$3.5M$552K$2,9340.96%Not publishedForm 5500 ↗

Common questions

Does Trendline Interactive LLC DBA Shift Paradigm match 401(k) contributions?

The match terms for the Shift Paradigm 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $500K in employer contributions, about $2,907 per participant. That total includes any match and profit-sharing; it is not a match formula.

When is the Trendline Interactive LLC DBA Shift Paradigm 401(k) match vested?

The vesting schedule for the Shift Paradigm 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.

Who manages the Trendline Interactive LLC DBA Shift Paradigm 401(k)?

The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company O. The plan administrator is Trendline Interactive LLC DBA Shift Paradigm.

I left Trendline Interactive LLC DBA Shift Paradigm. How do I find my old 401(k)?

Your account stays in the plan until you move it. Contact the plan administrator (Trendline Interactive LLC DBA Shift Paradigm, (512) 717-4097) or the recordkeeper, Empower Annuity Insurance Company O. The Trendline Interactive LLC DBA Shift Paradigm old 401(k) page lists the contacts from every plan filing. Find an old Trendline Interactive LLC DBA Shift Paradigm 401(k)

Data from the public Form 5500 annual reports Trendline Interactive LLC DBA Shift Paradigm filed with the U.S. Department of Labor (plan years 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Trendline Interactive LLC DBA Shift Paradigm. Not financial advice. Report a correction · Methodology