Plan Ledger DOL Form 5500 · updated monthly

Tactical Engineering & Analysis, Inc.401(k)

TACTICAL ENGINEERING & ANALYSIS, INC. 401(K) PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Tactical Engineering & Analysis, Inc. reported $56,947 in plan administrative expenses for 2024: 0.18% of average plan assets, below the peer median. Employer contributions averaged $5,393 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 fell from 0.32% to 0.18%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,394th-largest of 9,483 plans among California employers on file, and the 3,699th of 11,654 in professional & technical services. In 2024, employees put in $2.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$34,794,664
Participants with balances296
Active participants206
Employer contributions$1,110,959
Employee contributions$2,335,628
Employer contribution per active participant$5,393
Average account balance$117,550
Benefits paid to participants$2,774,849
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$34.8M · 296 accts · $1.1M emplr
2023$29.4M · 295 accts · $1.1M emplr
2022$24.1M · 265 accts · $982K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,665
Investment management$32,282
Audit (IQPA)$12,000
Total administrative$56,947
The Tactical Engineering & Analysis, Inc. 401(k) match · 2024
Employer contribution per active participant$5,393
Median for plans this size$2,416
2024$5,393 per active participant
2023$4,597 per active participant
2022$4,524 per active participant

Tactical Engineering & Analysis, 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 · 20244
WILSEY ASSET MANAGEMENT · Investment advisory (plan)$18,563
INTEGRATED WEALTH CONCEPTS LLC · Investment advisory (plan)$13,720
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$12,665
MEIHAUS, CPA PC · Accounting / audit$12,000

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

Administrative cost history3
2024$56,947 · 0.18%
2023$79,876 · 0.30%
2022$81,244 · 0.32%
All plans at this employer2
TACTICAL ENGINEERING & ANALYSIS, INC. 401(K) PLAN401(k)
TACTICAL ENGINEERING & ANALYSIS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
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Anthropic Pbc CA$34.3M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330830317 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.