Plan Ledger DOL Form 5500 · updated monthly

Trademark Global, LLC401(k)

TRADEMARK GLOBAL, LLC 401(K) PLAN · LORAIN, OH · plan year 2024

Reported admin expense ratio · 2024
0.73%

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

Trademark Global, LLC reported $63,357 in plan administrative expenses for 2024: 0.73% of average plan assets, above the peer median. Employer contributions averaged $1,977 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 0.86% to 0.73%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Ohio (2,035th of 3,295), and 2,736th of 5,215 in retail trade. In 2024, employees put in $1.57 for every $1.00 the employer contributed; active participation has shrunk from 268 to 178 since 2022.

Plan summary
Net assets, end of year$9,479,140
Participants with balances106
Active participants178
Employer contributions$351,886
Employee contributions$553,391
Employer contribution per active participant$1,977
Average account balance$89,426
Benefits paid to participants$212,641
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.5M · 106 accts · $352K emplr
2023$8.0M · 108 accts · $327K emplr
2022$6.7M · 125 accts · $300K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,066
Investment management$26,292
Audit (IQPA)$11,999
Total administrative$63,357
The Trademark Global, LLC 401(k) match · 2024
Employer contribution per active participant$1,977
Median for plans this size$1,313
2024$1,977 per active participant
2023$1,741 per active participant
2022$1,118 per active participant

Trademark Global, LLC'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 · 20243
RAYMOND JAMES · Investment advisory (plan)$26,292
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator$25,066
CORRIGAN, KRAUSE, · Accounting / audit$11,999

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$63,357 · 0.73%
2023$55,197 · 0.75%
2022$60,221 · 0.86%
Same employer
Similar plansRetail Trade · Ohio
Remke Markets, Inc. OH$9.8M · 0.45%
Greenwood Chevrolet, Inc. OH$9.6M · 0.04%
Ritz Safety LLC OH$9.6M · 0.92%
Shaffer Distributing Co. OH$9.6M · 0.59%
Oki Furniture Fair LLC OH$9.2M · 0.62%
Beau Townsend Ford, Inc. OH$9.2M · 0.45%
Redline Equipment Co. OH$9.1M · 0.70%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341939848 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.