Plan Ledger DOL Form 5500 · updated monthly

Trans West Investigations, Inc.401(k)

TRANS WEST INVESTIGATIONS, INC. · SAN JUAN CAPISTRANO, CA · plan year 2025

Reported admin expense ratio · 2025
0.46%

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

Trans West Investigations, Inc. reported $3,824 in plan administrative expenses for 2025: 0.46% of average plan assets, lower than ~75% of peers. Employer contributions averaged $19,602 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 under $1M size bracket, benchmarked here against 55 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (8,815th of 9,483), and 3,064th of 3,341 in other services. In 2025, the employer put in $1.44 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$1,037,273
Participants with balances9
Active participants9
Employer contributions$176,422
Employee contributions$122,803
Employer contribution per active participant$19,602
Average account balance$115,253
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$3,824
Total administrative$3,824
The Trans West Investigations, Inc. 401(k) match · 2025
Employer contribution per active participant$19,602
Median for plans this size$472

Trans West Investigations, Inc.'s 2025 employer contribution ran above the $472 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20251
PAYCHEX, INC · Investment advisory (participants)$3,824

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

Administrative cost history1
2025$3,824 · 0.46%
Similar plansOther Services · California
Granite Wellness Centers CA$1.1M · 2.20%
Apoyo Financiero, Inc. CA$970K · 2.39%
Movement Strategy Center CA$944K · 1.37%
Wine & Roses LLC CA$926K · 0.92%
All Pro Bail Bonds, Inc. CA$891K · 1.29%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953848942 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.