Plan Ledger DOL Form 5500 · updated monthly

Tjc Real Estate Transactions Group, LLC401(k)

THOMAS JAMES HOMES, LLC 401(K) PLAN · ALISO VIEJO, CA · plan year 2024

Reported admin expense ratio · 2024
1.02%

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

Tjc Real Estate Transactions Group, LLC reported $133,603 in plan administrative expenses for 2024: 1.02% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,467 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 rose from 0.17% to 1.02%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 4,599th-largest of 9,483 plans among California employers on file, and the 2,598th of 5,337 in construction. In 2024, employees put in $3.30 for every $1.00 the employer contributed; active participation has shrunk from 395 to 277 since 2022.

Plan summary
Net assets, end of year$13,885,982
Participants with balances401
Active participants277
Employer contributions$960,458
Employee contributions$3,164,914
Employer contribution per active participant$3,467
Average account balance$34,628
Benefits paid to participants$4,866,706
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.9M · 401 accts · $960K emplr
2023$12.2M · 444 accts · $141K emplr
2022$8.7M · 504 accts · $1.1M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$63,476
Investment management$54,627
Audit (IQPA)$15,500
Total administrative$133,603
The Tjc Real Estate Transactions Group, LLC 401(k) match · 2024
Employer contribution per active participant$3,467
Median for plans this size$2,416
2024$3,467 per active participant
2023$451 per active participant
2022$2,659 per active participant

Tjc Real Estate Transactions Group, LLC's 2024 employer contribution ran above the $2,416 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$63,476
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$53,994
PENSION ASSURANCE LLP · Accounting / audit$15,500

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$133,603 · 1.02%
2023$52,556 · 0.50%
2022$11,845 · 0.17%
Same employer
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Vision Systems, Inc. CA$14.2M · 0.05%
Anvil Builders, Inc. CA$14.2M · 0.31%
S.R. Freeman, Inc. CA$13.8M · 0.62%
Sonray Solar, Inc. CA$13.7M · 0.55%
Southland Paving Inc. CA$13.7M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611777831 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.