Plan Ledger DOL Form 5500 · updated monthly

Tf Holdings Inc.401(k)

TF HOLDINGS INC. 401K PLAN · IRVING, TX · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Tf Holdings Inc. reported $11,023 in plan administrative expenses for 2024: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,697 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 0.09% to 0.07%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 2,266th-largest of 5,688 plans among Texas employers on file, and 3,323rd of 4,798 in finance & insurance. In 2024, employees put in $2.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,780,089
Participants with balances148
Active participants66
Employer contributions$375,979
Employee contributions$784,397
Employer contribution per active participant$5,697
Average account balance$113,379
Benefits paid to participants$2,128,710
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.8M · 148 accts · $376K emplr
2023$15.3M · 155 accts · $347K emplr
2022$12.9M · 162 accts · $367K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,023
Total administrative$11,023
The Tf Holdings Inc. 401(k) match · 2024
Employer contribution per active participant$5,697
Median for plans this size$2,416
2024$5,697 per active participant
2023$5,504 per active participant
2022$5,915 per active participant

Tf Holdings 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$11,023

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$11,023 · 0.07%
2023$9,715 · 0.07%
2022$12,456 · 0.09%
Similar plansFinance & Insurance · Texas
First Service Credit Union TX$17.1M · 0.40%
First Service Credit Union TX$17.1M · 0.40%
Vista Bancshares, Inc. TX$16.4M · 0.16%
First State Bank TX$16.3M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 562513098 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.