Plan Ledger DOL Form 5500 · updated monthly

Texas Guaranteed Student Loan Corporation D/B/A Trellis Company401(k)

TRELLIS COMPANY 401(K) PLAN · ROUND ROCK, TX · plan year 2024

Reported admin expense ratio · 2024
0.02%

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

Texas Guaranteed Student Loan Corporation D/B/A Trellis Company reported $13,175 in plan administrative expenses for 2024: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,106 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 0.03% to 0.02%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 819th-largest of 5,688 plans among Texas employers on file, and the 2,014th of 11,654 in professional & technical services. In 2024, employees put in $1.71 for every $1.00 the employer contributed; active participation has shrunk from 317 to 199 since 2022.

Plan summary
Net assets, end of year$72,002,480
Participants with balances367
Active participants199
Employer contributions$1,016,055
Employee contributions$1,738,781
Employer contribution per active participant$5,106
Average account balance$196,192
Benefits paid to participants$8,805,708
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$72.0M · 367 accts · $1.0M emplr
2023$70.1M · 380 accts · $1.0M emplr
2022$65.4M · 507 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,175
Total administrative$13,175
The Texas Guaranteed Student Loan Corporation D/B/A Trellis Company 401(k) match · 2024
Employer contribution per active participant$5,106
Median for plans this size$3,635
2024$5,106 per active participant
2023$5,620 per active participant
2022$3,905 per active participant

Texas Guaranteed Student Loan Corporation D/B/A Trellis Company's 2024 employer contribution ran above the $3,635 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 · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$13,175

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$13,175 · 0.02%
2023$16,628 · 0.02%
2022$20,317 · 0.03%
Same employer
Similar plansProfessional & Technical Services · Texas
Mitratech Holdings, Inc. TX$75.5M · 0.17%
Bastion Technologies, Inc. TX$74.5M · 0.17%
Wpengine, Inc. TX$72.0M · 0.25%
Aegis Aerospace, Inc. TX$71.8M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742094204 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.