Plan Ledger DOL Form 5500 · updated monthly

Transitamerica Services, Inc.401(k)

TRANSITAMERICA SERVICES, INC. 401(K) PLAN - UNION · SAN JOSE, CA · plan year 2024

Reported admin expense ratio · 2024
0.23%

Transitamerica Services, Inc. reported $40,975 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. 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 3 years on file its reported administrative ratio has held roughly steady near 0.225%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 3,625th-largest of 9,483 plans among California employers on file, and the 737th of 2,677 in transportation & warehousing. active participation has grown from 395 to 436 since 2022.

Plan summary
Net assets, end of year$20,071,940
Participants with balances220
Active participants436
Employer contributions—
Employee contributions$1,754,471
Employer contribution per active participant—
Average account balance$91,236
Benefits paid to participants$976,014
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.1M · 220 accts
2023$16.3M · 206 accts
2022$13.0M · 200 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$27,793
Total administrative$40,975
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
T ROWE PRICE RPS INC · Recordkeeping · Trustee$27,793
IMA WEALTH INC · Consulting$13,256

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

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$40,975 · 0.23%
2023$35,998 · 0.25%
2022$32,161 · 0.23%
Same employer
Similar plansTransportation & Warehousing · California
Sandair Corporation CA$21.1M · 0.17%
Stanley G. Alexander, Inc. CA$19.4M · 0.06%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 562515761 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.