Plan Ledger DOL Form 5500 · updated monthly

Total Rental Inc.401(k)

TOTAL RENTAL INC. 401(K) PROFIT SHARING PLAN AND TRUST · PHOENIXVILLE, PA · plan year 2024

Reported admin expense ratio · 2024
0.70%

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

Total Rental Inc. reported $44,019 in plan administrative expenses for 2024: 0.70% of average plan assets, above the peer median. Employer contributions averaged $1,597 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 0.60% to 0.70%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Pennsylvania (2,674th of 3,651), and 10,348th of 13,661 in manufacturing. In 2024, employees put in $1.81 for every $1.00 the employer contributed; active participation has grown from 76 to 116 since 2022.

Plan summary
Net assets, end of year$6,656,657
Participants with balances219
Active participants116
Employer contributions$185,262
Employee contributions$335,103
Employer contribution per active participant$1,597
Average account balance$30,396
Benefits paid to participants$328,770
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.7M · 219 accts · $185K emplr
2023$5.9M · 224 accts · $168K emplr
2022$4.9M · 178 accts · $155K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,942
Investment management$19,077
Total administrative$44,019
The Total Rental Inc. 401(k) match · 2024
Employer contribution per active participant$1,597
Median for plans this size$1,313
2024$1,597 per active participant
2023$1,523 per active participant
2022$2,042 per active participant

Total Rental Inc.'s 2024 employer contribution ran above 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
ADP, INC. · Loan processing · Recordkeeping$24,941
ROYAL ALLIANCE ASSOCIATES, INC. · Recordkeeping · Trustee$19,077

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

Recordkeeper by year2
2024ADP, ROYAL ALLIANCE ASSOCIATES, INC.
2023ADP, ROYAL ALLIANCE ASSOCIATES, INC.

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Administrative cost history3
2024$44,019 · 0.70%
2023$31,998 · 0.59%
2022$31,277 · 0.60%
Same employer
Similar plansManufacturing · Pennsylvania
Pap Technologies, Inc. PA$6.9M · 0.49%
Kreider Dairy Farms, Inc. PA$6.8M · 0.80%
Team Ten, LLC PA$6.7M · 0.47%
Ventana USA PA$6.7M · 0.58%
Premier Outdoor Living PA$6.5M · 0.71%
Shanks Extracts, LLC PA$6.5M · 0.73%
Eagle Printing Company PA$6.4M · 0.30%
Westlake Plastics Company PA$6.4M · 0.88%

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Source: U.S. Department of Labor, Form 5500 series, EIN 231980255 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.