Plan Ledger DOL Form 5500 · updated monthly

Tpusa, Inc.401(k)

TPUSA 401(K) PLAN · SALT LAKE CITY, UT · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Tpusa, Inc. reported $335,510 in plan administrative expenses for 2024: 0.41% of average plan assets, higher than ~90% of peers. Employer contributions averaged $97 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 3 years on file its reported administrative ratio has held roughly steady near 0.41%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other administrative & support services employers. By assets it is the 96th-largest of 848 plans among Utah employers on file, and the 183rd of 2,534 in administrative & support services. In 2024, employees put in $5.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$87,082,604
Participants with balances4,517
Active participants14,666
Employer contributions$1,421,358
Employee contributions$7,776,941
Employer contribution per active participant$97
Average account balance$19,279
Benefits paid to participants$13,090,550
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$87.1M · 4,517 accts · $1.4M emplr
2023$77.3M · 4,952 accts · $1.5M emplr
2022$63.9M · 3,026 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$197,242
Investment management$138,268
Total administrative$335,510
The Tpusa, Inc. 401(k) match · 2024
Employer contribution per active participant$97
Median for plans this size$3,635
2024$97 per active participant
2023$92 per active participant
2022$90 per active participant

Tpusa, Inc.'s 2024 employer contribution ran below the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
CREATIVE PLANNING HOLDCO LLC DBA CR · Investment advisory (plan)$74,983
EMPOWER ADVISORY GROUP, LLC · Investment management$63,285

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$335,510 · 0.41%
2023$305,631 · 0.43%
2022$290,776 · 0.42%
Same employer
Similar plansAdministrative & Support Services · Utah
Energysolutions, LLC UT$245.5M · 0.15%
Shc Services, Inc. UT$97.8M · 0.18%
Campbell Companies UT$93.0M · 0.22%
Young Living Holdings, LLC UT$83.3M · 0.22%
Shc Holdco, Inc. UT$73.9M · 0.19%
Conservice, LLC UT$67.7M · 0.31%
Stratus.Hr UT$63.7M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870512021 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.