Plan Ledger DOL Form 5500 · updated monthly

Thr Outsourcing, LLC401(k)

TREND HR RETIREMENT SAVINGS PLAN · ROCKWALL, TX · plan year 2024

Reported admin expense ratio · 2024
1.06%

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

Thr Outsourcing, LLC reported $100,753 in plan administrative expenses for 2024: 1.06% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,000 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 1.22% to 1.06%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Texas (2,984th of 5,688), and the 977th of 2,534 in administrative & support services. In 2024, employees put in $2.27 for every $1.00 the employer contributed; active participation has grown from 383 to 528 since 2022.

Plan summary
Net assets, end of year$10,591,284
Participants with balances321
Active participants528
Employer contributions$527,990
Employee contributions$1,197,330
Employer contribution per active participant$1,000
Average account balance$32,995
Benefits paid to participants$674,903
Plan auditUnmodified (clean) audit opinion
AuditorSST ACCOUNTANTS & CONSULTANTS
Plan history3
Yearassets · accounts · employer contribution
2024$10.6M · 321 accts · $528K emplr
2023$8.4M · 318 accts · $392K emplr
2022$6.7M · 241 accts · $185K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,473
Investment management$44,287
Trustee / custodial$1,993
Total administrative$100,753
The Thr Outsourcing, LLC 401(k) match · 2024
Employer contribution per active participant$1,000
Median for plans this size$1,313
2024$1,000 per active participant
2023$859 per active participant
2022$484 per active participant

Thr Outsourcing, LLC'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.

Service providers · 20243
AMERITAS LIFE INSURANCE CORP · Claims processing · Contract administrator$54,473
RPS RETIREMENT PLAN ADVISORS · Investment advisory (participants) · Investment advisory (plan)$44,287
CHARLES SCHWAB BANK · Custodial (securities) · Loan processing$1,993

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

Recordkeeper by year2
2024Ameritas
2023Ameritas

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$100,753 · 1.06%
2023$86,793 · 1.15%
2022$81,641 · 1.22%
Similar plansAdministrative & Support Services · Texas
Capio Partners, LLC TX$11.2M · 0.56%
Kings III of America, LLC TX$10.8M · 0.38%
Fircroft, Inc. TX$10.7M · 0.64%
Uatp Management, LLC TX$10.3M · 0.70%
Talroo, Inc. TX$9.9M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 813185457 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.