Plan Ledger DOL Form 5500 · updated monthly

Tacoma Screw Products, Inc.401(k)

THE 401(K) PROFIT SHARING PLAN OF TACOMA SCREW PRODUCTS, INC. · TACOMA, WA · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Tacoma Screw Products, Inc. reported $39,724 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $897 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 0.13% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 724th-largest of 1,714 plans among Washington employers on file, and the 1,560th of 5,215 in retail trade. In 2024, employees put in $2.45 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,764,632
Participants with balances243
Active participants369
Employer contributions$330,908
Employee contributions$812,108
Employer contribution per active participant$897
Average account balance$77,221
Benefits paid to participants$912,677
Plan auditUnmodified (clean) audit opinion
AuditorJOHNSON STONE & PAGANO
Plan history3
Yearassets · accounts · employer contribution
2024$18.8M · 243 accts · $331K emplr
2023$15.3M · 227 accts · $294K emplr
2022$11.4M · 220 accts · $235K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$39,724
Total administrative$39,724
The Tacoma Screw Products, Inc. 401(k) match · 2024
Employer contribution per active participant$897
Median for plans this size$2,416
2024$897 per active participant
2023$811 per active participant
2022$697 per active participant

Tacoma Screw Products, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$39,723
CHARLES SCHWAB · Custodial (securities)$6,727

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

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$39,724 · 0.23%
2023$29,316 · 0.22%
2022$17,232 · 0.13%
Same employer
Similar plansRetail Trade · Washington
Cerium Networks, Inc WA$21.1M · 0.44%
Groundspeak, Inc. WA$20.6M · 0.37%
Kelley Connect Co. WA$19.8M · 0.36%
Hinshaw WA$18.3M · 0.39%
Copiers Northwest, Inc. WA$17.3M · 0.52%
Pierre Enterprises, Inc. WA$16.9M · 0.57%
Spaldings, Inc. WA$16.6M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910817885 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.