Plan Ledger DOL Form 5500 · updated monthly

Tcmi, Inc.401(k)

TCMI, INC. 401(K) PROFIT SHARING PLAN · MENLO PARK, CA · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Tcmi, Inc. reported $4,179 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $12,225 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 0.00% to 0.01%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other management of companies employers. By assets it is the 1,679th-largest of 9,483 plans among California employers on file, and the 270th of 786 in management of companies. In 2024, employees put in $1.65 for every $1.00 the employer contributed; active participation has shrunk from 109 to 82 since 2022.

Plan summary
Net assets, end of year$53,776,138
Participants with balances176
Active participants82
Employer contributions$1,002,419
Employee contributions$1,654,227
Employer contribution per active participant$12,225
Average account balance$305,546
Benefits paid to participants$810,094
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$53.8M · 176 accts · $1.0M emplr
2023$44.3M · 176 accts · $1.0M emplr
2022$35.6M · 181 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,796
Investment management$1,383
Total administrative$4,179
The Tcmi, Inc. 401(k) match · 2024
Employer contribution per active participant$12,225
Median for plans this size$2,416
2024$12,225 per active participant
2023$11,664 per active participant
2022$11,278 per active participant

Tcmi, 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$2,796

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$4,179 · 0.01%
2023$442 · 0.00%
2022$408 · 0.00%
Same employer
Similar plansManagement of Companies · California
Fernandez Holdings, Inc. CA$121.4M · 0.53%
Data Analysis, Inc. CA$102.3M · 0.06%
Wendy Mulhall CA$100.6M · 0.14%
Meruelo Enterprises, Inc. CA$87.9M · 0.46%
Sega of America, Inc. CA$39.3M · 0.14%
Pantheon Ventures (US) LP CA$38.1M · 0.06%
Palomar Holdings, Inc CA$32.0M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943226250 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.