Plan Ledger DOL Form 5500 · updated monthly

Tra-Minw, P.S.401(k)

TRA-MINW, P.S. 401(K) PROFIT SHARING PLAN AND TRUST · TACOMA, WA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Tra-Minw, P.S. reported $159,527 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $10,232 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 fell from 0.13% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 118th-largest of 1,714 plans among Washington employers on file, and the 718th of 11,911 in health care & social assistance. In 2024, the employer put in $1.33 for every $1.00 employees contributed themselves; active participation has grown from 427 to 480 since 2022.

Plan summary
Net assets, end of year$171,768,358
Participants with balances870
Active participants480
Employer contributions$4,911,529
Employee contributions$3,689,746
Employer contribution per active participant$10,232
Average account balance$197,435
Benefits paid to participants$10,944,407
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$171.8M · 870 accts · $4.9M emplr
2023$149.1M · 837 accts · $4.7M emplr
2022$123.5M · 787 accts · $4.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,402
Investment management$141,877
Trustee / custodial$1,161
Total administrative$159,527
The Tra-Minw, P.S. 401(k) match · 2024
Employer contribution per active participant$10,232
Median for plans this size$3,635
2024$10,232 per active participant
2023$10,141 per active participant
2022$10,337 per active participant

Tra-Minw, P.S.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top 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 · 202410
NWPS · Recordkeeping · Consulting$15,402
EDELMAN FINANCIAL ENGINES ADV LLC · Investment advisory (participants)$43,472
MORGAN STANLEY SMITH BARNEY · Investment advisory (participants)$23,786
TORTOISE INVESTMENT MANAGEMENT, LLC · Investment advisory (participants)$17,587
COLUMBIA RIVER ADVISORS LLC · Investment advisory (participants)$13,710
CORIENT PRIVATE WEALTH LLC · Investment advisory (participants)$13,192
25 LLC · Investment advisory (participants)$7,440
MIDWAY FINANCIAL WEALTH MANAGEMENT · Investment advisory (participants)$7,265
HIGHTOWER ADVISORS LLC · Investment advisory (participants)$6,355
ENVESTNET ASSET MANAGEMENT LLC · Investment advisory (participants)$5,664

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

Recordkeeper by year2
2024NWPS
2023NWPS

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

Administrative cost history3
2024$159,527 · 0.10%
2023$169,049 · 0.12%
2022$170,205 · 0.13%
Same employer
Similar plansHealth Care & Social Assistance · Washington
Radia, Inc., P.S. WA$310.9M · 0.07%
Integra Imaging, P.S. WA$303.4M · 0.10%
Swedish Health Services WA$292.7M · 0.04%
The Doctors Clinic, a P.C. WA$130.6M · 0.05%
Bloodworks Northwest WA$126.8M · 0.01%
Northwest Kidney Centers WA$126.1M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910979582 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.