Plan Ledger DOL Form 5500 · updated monthly

T & a Supply Company, Inc.401(k)

T & A SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN AND TRUST · KENT, WA · plan year 2024

Employer contribution per participant · 2024
$1,599

T & a Supply Company, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $33,974,228 across 390 participant accounts, with employer contributions averaging $1,599 per active participant. See methodology for what Form 5500 does and doesn't capture.

Across the 1 year on file its reported administrative ratio rose from 0.007% to 0.014%. 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 480th-largest of 1,714 plans among Washington employers on file, and the 1,210th of 4,246 in wholesale trade. In 2024, employees put in $4.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$33,974,228
Participants with balances390
Active participants299
Employer contributions$478,221
Employee contributions$2,134,779
Employer contribution per active participant$1,599
Average account balance$87,113
Benefits paid to participants$5,657,936
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.0M · 390 accts · $478K emplr
2023$33.7M · 388 accts · $488K emplr
2022$29.2M · 425 accts · $485K emplr
The T & a Supply Company, Inc. 401(k) match · 2024
Employer contribution per active participant$1,599
Median for plans this size$2,416
2024$1,599 per active participant
2023$1,650 per active participant
2022$1,544 per active participant

T & a Supply Company, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. 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.

Service providers · 20242
MORGAN STANLEY SMITH BARNEYindirect comp
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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

Administrative cost history3
2024Not separately reported
2023$4,326 · 0.01%
2022$2,300 · 0.01%
Same employer
Similar plansWholesale Trade · Washington
Tumac Lumber Co., Inc. WA$37.2M · 0.23%
Manke Lumber Company WA$36.1M · 0.13%
Yaculta Companies, Inc. WA$34.7M · 0.25%
Mountain West 401K LLC WA$34.5M · 0.03%
Worldwide Distributors WA$27.8M · 0.57%
Cutter & Buck Inc. WA$27.1M · 0.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910718794 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.