Plan Ledger DOL Form 5500 · updated monthly

Tms Global 403(B) Retirement Plan403(b)

TMS GLOBAL 403(B) RETIREMENT PLAN · NORCROSS, GA · plan year 2024

Reported admin expense ratio · 2024
0.84%

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

Tms Global 403(B) Retirement Plan reported $53,266 in plan administrative expenses for 2024: 0.84% of average plan assets, higher than ~75% of peers. Employer contributions averaged $682 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 0.79% to 0.84%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Georgia (1,475th of 2,160), and 2,045th of 3,341 in other services. In 2024, employees put in $4.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,823,483
Participants with balances110
Active participants121
Employer contributions$82,510
Employee contributions$382,163
Employer contribution per active participant$682
Average account balance$62,032
Benefits paid to participants$223,446
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.8M · 110 accts · $83K emplr
2023$5.9M · 110 accts · $74K emplr
2022$5.1M · 116 accts · $83K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$53,266
Total administrative$53,266
Employer contributions to the Tms Global 403(B) Retirement Plan plan · 2024
Employer contribution per active participant$682
Median for plans this size$1,313
2024$682 per active participant
2023$568 per active participant
2022$626 per active participant

Tms Global 403(B) Retirement Plan'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 · 20244
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$53,266
POLARIS ASSET MANAGEMENT, LLC · Investment advisory (plan)indirect comp
AMERIPRISE FINANCIAL SERVICES INC · Other servicesindirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect 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$53,266 · 0.84%
2023$46,155 · 0.84%
2022$44,044 · 0.79%
Similar plansOther Services · Georgia
Bombay Lane, LP GA$7.3M · 1.13%
Piedmont Driving Club GA$7.0M · 0.27%
Envirovac Holdings, LLC GA$6.4M · 0.65%
WELL5ASSOCIATES, LLC GA$5.9M · 1.37%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581546441 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.