Trove Recommerce 401(k) match, vesting and fees
What Trove Recommerce's 401(k) plan says about matching contributions
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.
| Recordkeeper | Human Interest Advisor LLC | Schedule C ↗ |
| Independent auditor | Ostrow Reisin Berk & Abrams. Ltd (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 9,213 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Trove Recommerce: employer contribution per participant | $1,592 | |
| Peer median | $2,521 |
| Trove Recommerce: average balance | $27,621 | |
| Peer median | $75,833 |
| Trove Recommerce: admin expenses ÷ assets | 0.53% | |
| Peer median | 0.27% |
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 $5.2M at the end of plan year 2021 to $9.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 356 | $9.6M | $552K | $1,592 | 0.53% | Not published | Form 5500 ↗ |
| 2023 | 404 | $8.9M | $561K | $1,765 | 0.43% | Not published | Form 5500 ↗ |
| 2022 | 459 | $6.3M | $627K | $1,991 | 0.55% | Not published | Form 5500 ↗ |
| 2021 | 280 | $5.2M | $98K | $426 | 0.27% | Not published | Form 5500 ↗ |
Common questions
Does Trove Recommerce match 401(k) contributions?
The match terms for the Trove Recommerce 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $552K in employer contributions, about $1,592 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Trove Recommerce 401(k) match vested?
The vesting schedule for the Trove Recommerce 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Trove Recommerce 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Human Interest Advisor LLC. The plan administrator is Trove Recommerce, Inc..
I left Trove Recommerce. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Trove Recommerce, Inc., (650) 245-0582) or the recordkeeper, Human Interest Advisor LLC. The Trove Recommerce old 401(k) page lists the contacts from every plan filing. Find an old Trove Recommerce 401(k)
Data from the public Form 5500 annual reports Trove Recommerce filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Trove Recommerce. Not financial advice. Report a correction · Methodology