Plan Ledger DOL Form 5500 · updated monthly

Fr Flow Control Valves US Bidco Inc.401(k)

TRILLIUM FLOW TECHNOLOGIES 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.28%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Fr Flow Control Valves US Bidco Inc. reported $79,347 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $4,627 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.12% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 1,487th-largest of 5,688 plans among Texas employers on file, and the 1,294th of 4,246 in wholesale trade. In 2024, employees put in $1.60 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$31,689,408
Participants with balances622
Active participants381
Employer contributions$1,762,717
Employee contributions$2,827,218
Employer contribution per active participant$4,627
Average account balance$50,948
Benefits paid to participants$2,924,938
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$31.7M · 622 accts · $1.8M emplr
2023$25.9M · 670 accts · $1.7M emplr
2022$20.1M · 610 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$36,485
Investment management$42,862
Total administrative$79,347
The Fr Flow Control Valves US Bidco Inc. 401(k) match · 2024
Employer contribution per active participant$4,627
Median for plans this size$2,416
2024$4,627 per active participant
2023$3,883 per active participant
2022$3,750 per active participant

Fr Flow Control Valves US Bidco Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$36,485
GALLAGHER FIDUCIARY ADVISORS · Investment advisory (plan)$42,531

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

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Administrative cost history3
2024$79,347 · 0.28%
2023$49,319 · 0.21%
2022$25,906 · 0.12%
Same employer
Similar plansWholesale Trade · Texas
Texon Distributing TX$32.5M · 0.20%
L & F Distributors, LLC TX$31.7M · 0.52%
Oki Data Americas Inc. TX$30.9M · 0.17%
Tricon Energy, Inc. TX$30.3M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 834244368 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.