Plan Ledger DOL Form 5500 · updated monthly

Tourgee & Associates, Inc.401(k)

TAI RETIREMENT SAVINGS PLAN · OWINGS MILLS, MD · plan year 2024

Reported admin expense ratio · 2024
0.04%

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

Tourgee & Associates, Inc. reported $11,536 in plan administrative expenses for 2024: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,036 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 0.03% to 0.04%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 442nd-largest of 1,671 plans among Maryland employers on file, and the 3,857th of 11,654 in professional & technical services. In 2024, employees put in $3.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$33,142,935
Participants with balances302
Active participants269
Employer contributions$816,788
Employee contributions$2,596,196
Employer contribution per active participant$3,036
Average account balance$109,745
Benefits paid to participants$3,533,107
Plan auditUnmodified (clean) audit opinion
AuditorGORFINE SCHILLER GARDYN P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$33.1M · 302 accts · $817K emplr
2023$27.9M · 291 accts · $792K emplr
2022$21.4M · 273 accts · $688K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,562
Investment management$5,974
Total administrative$11,536
The Tourgee & Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$3,036
Median for plans this size$2,416
2024$3,036 per active participant
2023$3,059 per active participant
2022$2,458 per active participant

Tourgee & Associates, Inc.'s 2024 employer contribution ran above the $2,416 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$11,577
MESIROW FINANCIAL INVESTMENT MANAGE · Loan processingindirect comp

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
2023ADP

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

Administrative cost history3
2024$11,536 · 0.04%
2023$10,027 · 0.04%
2022$7,717 · 0.03%
Same employer
Similar plansProfessional & Technical Services · Maryland
Erp International, LLC MD$33.4M · 0.18%
Rda Company, LLC MD$33.0M · 0.28%
Cas Severn, Inc. MD$31.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 521627382 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.