Plan Ledger DOL Form 5500 · updated monthly

Trachte, LLC401(k)

TRACHTE, LLC 401(K) PLAN · OREGON, WI · plan year 2023

Reported admin expense ratio · 2023
0.42%

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

Trachte, LLC reported $56,144 in plan administrative expenses for 2023: 0.42% of average plan assets, above the peer median. Employer contributions averaged $1,978 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 1 year on file its reported administrative ratio fell from 0.44% to 0.42%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Wisconsin (1,034th of 1,936), and the 2,449th of 5,337 in construction. In 2023, employees put in $3.16 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,196,855
Participants with balances316
Active participants276
Employer contributions$545,973
Employee contributions$1,723,727
Employer contribution per active participant$1,978
Average account balance$48,091
Benefits paid to participants$819,035
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$0 · 372 accts · $674K emplr
2023$15.2M · 316 accts · $546K emplr
2022$11.5M · 281 accts · $454K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$56,144
Total administrative$56,144
The Trachte, LLC 401(k) match · 2023
Employer contribution per active participant$1,978
Median for plans this size$2,440
2024$2,153 per active participant
2023$1,978 per active participant
2022$1,808 per active participant

Trachte, LLC's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$20,000
PEAK RETIREMENT GROUP · Contract administrator$10,766
EMPOWER ADVISORY GROUP, LLC · Investment management$667

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

Administrative cost history3
2024Not separately reported
2023$56,144 · 0.42%
2022$54,790 · 0.44%
Same employer
Similar plansConstruction · Wisconsin
Scott Construction, Inc. WI$17.8M · 0.14%
Poblocki Paving Corp. WI$17.7M · 0.02%
Omni Glass & Paint, LLC WI$16.1M · 0.53%
Pember Companies, Inc. WI$14.8M · 0.60%
K-W Electric, Inc. WI$14.2M · 0.39%
Cost of Wisconsin, Inc. WI$13.7M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390992606 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.