Plan Ledger DOL Form 5500 · updated monthly

Technology Recovery Group, LTD401(k)

TECHNOLOGY RECOVERY GROUP, LTD RETIREMENT SAVINGS PLAN · WESTLAKE, OH · plan year 2025

Reported admin expense ratio · 2025
0.25%

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

Technology Recovery Group, LTD reported $60,082 in plan administrative expenses for 2025: 0.25% of average plan assets, below the peer median. Employer contributions averaged $2,228 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other other services employers. By assets it is the 1,044th-largest of 3,295 plans among Ohio employers on file, and the 795th of 3,341 in other services. In 2025, employees put in $2.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$27,356,598
Participants with balances344
Active participants286
Employer contributions$637,177
Employee contributions$1,885,110
Employer contribution per active participant$2,228
Average account balance$79,525
Benefits paid to participants$1,058,716
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$19,824
Investment management$40,258
Total administrative$60,082
The Technology Recovery Group, LTD 401(k) match · 2025
Employer contribution per active participant$2,228
Median for plans this size$2,666

Technology Recovery Group, LTD's 2025 employer contribution ran below the $2,666 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
SIGNATURE ESTATE & INVESTMENT ADVIS · Investment advisory (plan)$40,258
JPMORGAN INVEST HOLDINGS LLC$19,824

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

Administrative cost history1
2025$60,082 · 0.25%
Similar plansOther Services · Ohio
Fujitec America Inc. OH$29.4M · 0.62%
Brechbuhler Scales, Inc. OH$28.5M · 0.31%
Ventech Solutions Inc OH$26.4M · 0.54%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341910844 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.