Plan Ledger DOL Form 5500 · updated monthly

Therapeutic Research Center LLC401(k)

THERAPEUTIC RESEARCH CENTER LLC 401(K) PROFIT SHARING PLAN AND TRUST · STOCKTON, CA · plan year 2023

Reported admin expense ratio · 2023
0.29%

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

Therapeutic Research Center LLC reported $58,089 in plan administrative expenses for 2023: 0.29% of average plan assets, above the peer median. Employer contributions averaged $3,546 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 1 year on file its reported administrative ratio fell from 0.41% to 0.29%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is the 3,447th-largest of 9,483 plans among California employers on file, and the 5,278th of 11,654 in professional & technical services. In 2023, employees put in $2.40 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,579,109
Participants with balances211
Active participants169
Employer contributions$599,271
Employee contributions$1,438,737
Employer contribution per active participant$3,546
Average account balance$102,271
Benefits paid to participants$2,943,643
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$21.6M · 211 accts · $599K emplr
2022$18.6M · 206 accts · $534K emplr
Administrative expenses, itemized · 2023
Investment management$24,904
Total administrative$58,089
The Therapeutic Research Center LLC 401(k) match · 2023
Employer contribution per active participant$3,546
Median for plans this size$2,440
2023$3,546 per active participant
2022$2,969 per active participant

Therapeutic Research Center LLC's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
AT RETIREMENT SERVICES, LLC · Claims processing · Recordkeeping$33,185
PLAN STRATEGIES, INC. · Investment advisory (participants) · Investment advisory (plan)$24,904

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

Recordkeeper by year2
2024AT RETIREMENT SERVICES, LLC
2023AT RETIREMENT SERVICES, LLC

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Administrative cost history3
2024Not separately reported
2023$58,089 · 0.29%
2022$75,840 · 0.41%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 371763806 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.