Plan Ledger DOL Form 5500 · updated monthly

Tbconsulting, L.L.C401(k)

TB CONSULTING 401(K) PROFIT SHARING PLAN · SCOTTSDALE, AZ · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Tbconsulting, L.L.C reported $26,665 in plan administrative expenses for 2024: 0.48% of average plan assets, below the peer median. Employer contributions averaged $2,811 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 3 years on file its reported administrative ratio has held roughly steady near 0.48%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Arizona (764th of 1,285), and 9,350th of 11,654 in professional & technical services. In 2024, employees put in $3.01 for every $1.00 the employer contributed; active participation has shrunk from 86 to 72 since 2022.

Plan summary
Net assets, end of year$6,123,185
Participants with balances125
Active participants72
Employer contributions$202,421
Employee contributions$608,467
Employer contribution per active participant$2,811
Average account balance$48,985
Benefits paid to participants$919,337
Plan auditUnmodified (clean) audit opinion
AuditorMELONI HRIBAL TRATNER LLP
Plan history3
Yearassets · accounts · employer contribution
2024$6.1M · 125 accts · $202K emplr
2023$4.9M · 127 accts · $250K emplr
2022$4.0M · 127 accts · $276K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,415
Total administrative$26,665
The Tbconsulting, L.L.C 401(k) match · 2024
Employer contribution per active participant$2,811
Median for plans this size$1,313
2024$2,811 per active participant
2023$3,514 per active participant
2022$3,209 per active participant

Tbconsulting, L.L.C's 2024 employer contribution ran above the $1,313 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.

Administrative cost history3
2024$26,665 · 0.48%
2023$21,208 · 0.48%
2022$19,924 · 0.49%
Similar plansProfessional & Technical Services · Arizona
Sentrillion AZ$7.3M · 0.65%
Magnus Title Agency LLC AZ$6.2M · 0.74%
Cubex LLC AZ$6.0M · 0.72%
Anju Software, Inc. AZ$5.9M · 0.56%
Aspen Group, Inc. AZ$5.7M · 1.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 860832958 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.