Plan Ledger DOL Form 5500 · updated monthly

The Third and Oak Corporation, dba Treyton Oak Towers401(k)

TREYTON OAK TOWERS, INC. 401(K) RETIREMENT PLAN · LOUISVILLE, KY · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

The Third and Oak Corporation, dba Treyton Oak Towers reported $5,900 in plan administrative expenses for 2024: 0.20% of average plan assets, lower than ~75% of peers. Employer contributions averaged $878 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 0.22% to 0.20%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Kentucky (722nd of 871), and 9,254th of 11,911 in health care & social assistance. In 2024, employees put in $2.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,010,292
Participants with balances76
Active participants126
Employer contributions$110,688
Employee contributions$278,748
Employer contribution per active participant$878
Average account balance$39,609
Benefits paid to participants$588,630
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.0M · 76 accts · $111K emplr
2023$2.9M · 75 accts · $123K emplr
2022$2.6M · 80 accts · $107K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,900
Total administrative$5,900
The The Third and Oak Corporation, dba Treyton Oak Towers 401(k) match · 2024
Employer contribution per active participant$878
Median for plans this size$1,313
2024$878 per active participant
2023$1,016 per active participant
2022$812 per active participant

The Third and Oak Corporation, dba Treyton Oak Towers's 2024 employer contribution ran below the $1,313 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.

Administrative cost history3
2024$5,900 · 0.20%
2023$6,948 · 0.25%
2022$5,300 · 0.22%
Same employer
Similar plansHealth Care & Social Assistance · Kentucky
Laurel Housing, Inc. KY$3.4M · 0.02%
Uspiritus Inc. KY$3.3M · 1.11%
Trigg County Hospital KY$2.9M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 310986103 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.