Plan Ledger DOL Form 5500 · updated monthly

Tm Associates Management, Inc.401(k)

TM ASSOCIATES MANAGEMENT, INC. EMPLOYEES SAVINGS TRUST · ROCKVILLE, MD · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Tm Associates Management, Inc. reported $46,665 in plan administrative expenses for 2024: 0.53% of average plan assets, below the peer median. Employer contributions averaged $668 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 0.63% to 0.53%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Maryland (1,036th of 1,671), and 1,165th of 2,096 in real estate & leasing. In 2024, employees put in $1.85 for every $1.00 the employer contributed; active participation has grown from 515 to 720 since 2022.

Plan summary
Net assets, end of year$9,147,144
Participants with balances251
Active participants720
Employer contributions$480,626
Employee contributions$889,132
Employer contribution per active participant$668
Average account balance$36,443
Benefits paid to participants$2,296,364
Plan auditUnmodified (clean) audit opinion
AuditorPW PARTNERS
Plan history3
Yearassets · accounts · employer contribution
2024$9.1M · 251 accts · $481K emplr
2023$8.6M · 249 accts · $438K emplr
2022$6.5M · 219 accts · $386K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,576
Investment management$22,089
Total administrative$46,665
The Tm Associates Management, Inc. 401(k) match · 2024
Employer contribution per active participant$668
Median for plans this size$1,313
2024$668 per active participant
2023$606 per active participant
2022$750 per active participant

Tm Associates Management, Inc.'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 · 20242
CPI QUALIFIED PLAN CONSULTANTS, INC · Recordkeeping · Pension consulting$24,576
CETERA ADVISOR NETWORKS LLC · Investment advisory (plan)$22,953

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

Recordkeeper by year2
2024CPI QUALIFIED PLAN CONSULTANTS, INC
2023CPI QUALIFIED PLAN CONSULTANTS, INC

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

Administrative cost history3
2024$46,665 · 0.53%
2023$29,264 · 0.39%
2022$45,292 · 0.63%
Same employer
Similar plansReal Estate & Leasing · Maryland
Halle Enterprises, Inc. MD$12.4M · 0.13%
Humphrey Management LLC MD$10.5M · 0.62%
Hai Management, Inc. MD$8.9M · 0.36%
Residential One, LLC MD$8.2M · 0.72%
Rentals Unlimited Inc. MD$6.0M · 0.67%
Habitat America, LLC MD$5.4M · 0.88%

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Source: U.S. Department of Labor, Form 5500 series, EIN 522173104 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.