Plan Ledger DOL Form 5500 · updated monthly

Traliant Holdings, LLC401(k)

TRALIANT, LLC 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.97%

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

Traliant Holdings, LLC reported $53,739 in plan administrative expenses for 2024: 0.97% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,326 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 rose from 0.25% to 0.97%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in California (6,405th of 9,483), and 1,740th of 2,199 in information & media. In 2024, employees put in $2.47 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,789,822
Participants with balances214
Active participants134
Employer contributions$579,693
Employee contributions$1,431,747
Employer contribution per active participant$4,326
Average account balance$31,728
Benefits paid to participants$1,299,737
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.8M · 214 accts · $580K emplr
2023$4.3M · 174 accts · $466K emplr
2022$2.2M · 145 accts · $250K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$23,136
Investment management$30,603
Total administrative$53,739
The Traliant Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$4,326
Median for plans this size$1,313
2024$4,326 per active participant
2023$3,762 per active participant
2022$2,047 per active participant

Traliant Holdings, LLC's 2024 employer contribution ran above the $1,313 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 · 20243
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$28,628
COTA STREET INVESTMENT MANAGEMENT · Investment management$1,975

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$53,739 · 0.97%
2023$27,702 · 0.85%
2022$4,558 · 0.25%
Same employer
Similar plansInformation & Media · California
Orbital Insight, Inc. CA$6.9M · 0.18%
Edi Health Group, Inc. CA$6.8M · 0.05%
Sonoma Media Investments CA$6.8M · 0.61%
Ezoic, Inc. CA$6.7M · 0.11%
Surfline Wavetrak, Inc. CA$6.7M · 0.05%
Goanimate, Inc. CA$6.7M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 854314864 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.