Plan Ledger DOL Form 5500 · updated monthly

Tms Management, LLC401(k)

TMSFILTERBUY 401(K) PLAN · TALLADEGA, AL · plan year 2022

Reported admin expense ratio · 2022
0.04%

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

Tms Management, LLC reported $665 in plan administrative expenses for 2022: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $24 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Alabama (836th of 902), and 4,108th of 4,246 in wholesale trade. In 2022, employees put in $3.70 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,368,777
Participants with balances30
Active participants782
Employer contributions$18,701
Employee contributions$69,172
Employer contribution per active participant$24
Average account balance$45,626
Benefits paid to participants$562,134
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$665
Total administrative$665
The Tms Management, LLC 401(k) match · 2022
Employer contribution per active participant$24
Median for plans this size$1,114

Tms Management, LLC's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom quarter of its peers. 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$665 · 0.04%
Same employer
Similar plansWholesale Trade · Alabama
Ccc Associates, Inc AL$2.1M · 0.97%
Sts Group AL$707K · 0.87%
Peak NA US, Inc AL$652K · 3.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 823713087 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.