Plan Ledger DOL Form 5500 · updated monthly

Transocean Resources Management Inc.401(k)

YAMIBUY 401K PLAN · BREA, CA · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Transocean Resources Management Inc. reported $17,000 in plan administrative expenses for 2024: 0.48% of average plan assets, below the peer median. Employer contributions averaged $2,520 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 0.62% to 0.48%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in California (7,373rd of 9,483), and 4,040th of 5,215 in retail trade. In 2024, employees put in $1.53 for every $1.00 the employer contributed; active participation has shrunk from 116 to 102 since 2022.

Plan summary
Net assets, end of year$4,039,033
Participants with balances163
Active participants102
Employer contributions$257,042
Employee contributions$393,151
Employer contribution per active participant$2,520
Average account balance$24,779
Benefits paid to participants$189,577
Plan auditUnmodified (clean) audit opinion
AuditorTHONG, YU, WONG & LEE, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$4.0M · 163 accts · $257K emplr
2023$3.1M · 169 accts · $260K emplr
2022$2.0M · 150 accts · $187K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,000
Total administrative$17,000
The Transocean Resources Management Inc. 401(k) match · 2024
Employer contribution per active participant$2,520
Median for plans this size$1,313
2024$2,520 per active participant
2023$2,258 per active participant
2022$1,609 per active participant

Transocean Resources Management Inc.'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 · 20242
TARNSAMERICA LIFE INSURANCE COMPANY · Recordkeeping · Loan processing$16,250
CALIFORNIA BENEFIT PLANNERS · Recordkeeping · Loan processing$750

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

Recordkeeper by year2
2024CALIFORNIA BENEFIT PLANNERS, TARNSAMERICA LIFE INSURANCE COMPANY
2023CALIFORNIA BENEFIT PLANNERS, TARNSAMERICA LIFE INSURANCE COMPANY

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

Administrative cost history3
2024$17,000 · 0.48%
2023$12,328 · 0.49%
2022$12,554 · 0.62%
Same employer
Similar plansRetail Trade · California
F.Radich Motors, Inc. CA$4.1M · 0.01%
Friar Tux Shop CA$4.1M · 0.28%
Michael Stars CA$4.1M · 1.43%
Goodr LLC CA$4.0M · 0.03%
Good Eggs Inc. CA$3.9M · 1.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 461019646 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.