Plan Ledger DOL Form 5500 · updated monthly

Trademark Property Company401(k)

TRADEMARK EMPLOYEE RETIREMENT PLAN · FORT WORTH, TX · plan year 2024

Reported admin expense ratio · 2024
0.29%

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

Trademark Property Company reported $40,457 in plan administrative expenses for 2024: 0.29% of average plan assets, below the peer median. Employer contributions averaged $1,494 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 2,435th-largest of 5,688 plans among Texas employers on file, and the 846th of 2,096 in real estate & leasing. In 2024, employees put in $4.65 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,947,359
Participants with balances143
Active participants185
Employer contributions$276,434
Employee contributions$1,284,722
Employer contribution per active participant$1,494
Average account balance$104,527
Benefits paid to participants$1,684,345
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,457
Total administrative$40,457
The Trademark Property Company 401(k) match · 2024
Employer contribution per active participant$1,494
Median for plans this size$2,416

Trademark Property Company's 2024 employer contribution ran below 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 · 20241
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$40,456

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

Administrative cost history1
2024$40,457 · 0.29%
Same employer
Similar plansReal Estate & Leasing · Texas
Midway Holdings, LP TX$15.4M · 0.10%
Crimson Capital LTD TX$15.3M · 0.01%
Spirit Realty Capital, Inc. TX$13.5M · 0.65%
Buxton Company TX$13.1M · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752439830 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.