Plan Ledger DOL Form 5500 · updated monthly

Tmf Health Quality Institute401(k)

TMF HEALTH QUALITY INSTITUTE 401(K) RETIREMENT SAVINGS PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Tmf Health Quality Institute reported $38,240 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $5,144 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 0.10% to 0.05%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 765th-largest of 5,688 plans among Texas employers on file, and the 1,841st of 11,654 in professional & technical services. In 2024, employees put in $1.08 for every $1.00 the employer contributed; active participation has grown from 504 to 712 since 2022.

Plan summary
Net assets, end of year$79,220,657
Participants with balances849
Active participants712
Employer contributions$3,662,879
Employee contributions$3,969,303
Employer contribution per active participant$5,144
Average account balance$93,311
Benefits paid to participants$6,095,782
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$79.2M · 849 accts · $3.7M emplr
2023$67.5M · 648 accts · $3.3M emplr
2022$57.3M · 641 accts · $2.7M emplr
Administrative expenses, itemized · 2024
Investment management$67,696
Total administrative$38,240
The Tmf Health Quality Institute 401(k) match · 2024
Employer contribution per active participant$5,144
Median for plans this size$3,635
2024$5,144 per active participant
2023$6,408 per active participant
2022$5,429 per active participant

Tmf Health Quality Institute's 2024 employer contribution ran above the $3,635 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
SWBC INVESTMENT ADVISORY SERVICE · Investment advisory (plan)$52,717
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$14,979
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$38,240 · 0.05%
2023$50,448 · 0.08%
2022$61,640 · 0.10%
Same employer
Similar plansProfessional & Technical Services · Texas
Gearbox Software LLC TX$84.1M · 0.21%
HR & P Solutions, Inc. TX$80.9M · 0.75%
Defi Auto, LLC TX$78.8M · 0.10%
Alkami Technology, Inc. TX$77.0M · 0.17%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 521002260 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.