Plan Ledger DOL Form 5500 · updated monthly

Tah Operations, LLC401(k)

TRICON RESIDENTIAL 401(K) PLAN · TUSTIN, CA · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Tah Operations, LLC reported $41,812 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $3,206 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 0.21% to 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 2,219th-largest of 9,483 plans among California employers on file, and the 365th of 2,096 in real estate & leasing. In 2024, employees put in $1.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$38,227,118
Participants with balances938
Active participants925
Employer contributions$2,965,583
Employee contributions$5,124,936
Employer contribution per active participant$3,206
Average account balance$40,754
Benefits paid to participants$3,224,612
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$38.2M · 938 accts · $3.0M emplr
2023$28.7M · 938 accts · $2.8M emplr
2022$19.2M · 1,019 accts · $2.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,582
Investment management$25,230
Total administrative$41,812
The Tah Operations, LLC 401(k) match · 2024
Employer contribution per active participant$3,206
Median for plans this size$2,416
2024$3,206 per active participant
2023$3,524 per active participant
2022$3,126 per active participant

Tah Operations, LLC's 2024 employer contribution ran above 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.

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
EMPOWER ADVISORY GROUP, LLC · Investment management$25,230

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$41,812 · 0.12%
2023$31,837 · 0.13%
2022$37,339 · 0.21%
Same employer
Similar plansReal Estate & Leasing · California
Eah, Inc. CA$41.3M · 0.40%
Srg Operating, Inc. CA$40.1M · 0.55%
Lereta, LLC CA$38.8M · 0.64%
Murcor, Inc. CA$36.3M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 471254912 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.