Plan Ledger DOL Form 5500 · updated monthly

Technology & Services Ind Assoc401(k)

TECHNOLOGY & SERVICES IND ASSOC 401(K) P/S PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Technology & Services Ind Assoc reported $38,862 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $2,594 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 0.03% to 0.30%. 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 4,655th-largest of 9,483 plans among California employers on file, and 6,947th of 11,654 in professional & technical services. In 2024, employees put in $4.02 for every $1.00 the employer contributed; active participation has shrunk from 141 to 123 since 2022.

Plan summary
Net assets, end of year$13,537,132
Participants with balances162
Active participants123
Employer contributions$319,025
Employee contributions$1,281,434
Employer contribution per active participant$2,594
Average account balance$83,563
Benefits paid to participants$1,898,486
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.5M · 162 accts · $319K emplr
2023$12.1M · 162 accts · $280K emplr
2022$10.7M · 156 accts · $318K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,695
Investment management$36,167
Total administrative$38,862
The Technology & Services Ind Assoc 401(k) match · 2024
Employer contribution per active participant$2,594
Median for plans this size$2,416
2024$2,594 per active participant
2023$1,972 per active participant
2022$2,259 per active participant

Technology & Services Ind Assoc'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 · 20243
UBS FINANCIAL SERVICES, INC. · Recordkeeping · Trustee$31,386
ADP, INC. · Loan processing · Recordkeeping$7,476
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, UBS
2023UBS

This plan has changed recordkeepers within these filings. If you left Technology & Services Ind Assoc before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$38,862 · 0.30%
2023$28,736 · 0.25%
2022$3,412 · 0.03%
Same employer
Similar plansProfessional & Technical Services · California
Westpak, Inc. CA$13.7M · 0.28%
Ams.Net, Inc. CA$13.7M · 0.03%
Fictiv CA$13.7M · 0.39%
Helix Employment, LLC CA$13.6M · 0.20%
Encoded Therapeutics, Inc. CA$13.5M · 0.03%
Highbury Defense Group CA$13.5M · 0.56%
Epirus, Inc. CA$13.5M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043819464 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.