Plan Ledger DOL Form 5500 · updated monthly

Trans-West, Inc.401(k)

TRANS-WEST, INC. 401(K) SAVINGS PLAN · BRIGHTON, CO · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Trans-West, Inc. reported $213,430 in plan administrative expenses for 2024: 0.25% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,619 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 0.28% to 0.25%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 139th-largest of 1,461 plans among Colorado employers on file, and the 401st of 5,215 in retail trade. In 2024, employees put in $2.49 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$91,657,122
Participants with balances1,699
Active participants1,253
Employer contributions$3,281,806
Employee contributions$8,173,139
Employer contribution per active participant$2,619
Average account balance$53,948
Benefits paid to participants$9,034,303
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$91.7M · 1,699 accts · $3.3M emplr
2023$78.4M · 1,208 accts · $2.7M emplr
2022$64.5M · 1,652 accts · $2.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$213,430
Total administrative$213,430
The Trans-West, Inc. 401(k) match · 2024
Employer contribution per active participant$2,619
Median for plans this size$3,635
2024$2,619 per active participant
2023$2,217 per active participant
2022$1,852 per active participant

Trans-West, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20242
ASCENSUS HOLDINGS INC DBA FUTUREPLA · Contract administrator$13,267

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$213,430 · 0.25%
2023$242,975 · 0.34%
2022$192,361 · 0.28%
Same employer
Similar plansRetail Trade · Colorado
Alpine Lumber Company CO$624.9M · 0.00%
Crocs, Inc. CO$105.3M · 0.17%
Phil Long Dealerships, Inc. CO$64.7M · 0.42%
Furniture Row Bc, Inc. CO$49.0M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841088753 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.