Plan Ledger DOL Form 5500 · updated monthly

Transworld Oil U.S.A., Inc.401(k)

TRANSWORLD 401K PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Transworld Oil U.S.A., Inc. reported $34,504 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $10,737 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 has held roughly steady near 0.110%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,433rd-largest of 5,688 plans among Texas employers on file, and the 4,177th of 13,661 in manufacturing. In 2024, the employer put in $1.00 for every $1.00 employees contributed themselves; active participation has grown from 115 to 145 since 2022.

Plan summary
Net assets, end of year$33,175,771
Participants with balances171
Active participants145
Employer contributions$1,556,849
Employee contributions$1,555,388
Employer contribution per active participant$10,737
Average account balance$194,010
Benefits paid to participants$4,720,288
Plan auditUnmodified (clean) audit opinion
AuditorPRICE WATERHOUSE COOPERS LLP
Plan history3
Yearassets · accounts · employer contribution
2024$33.2M · 171 accts · $1.6M emplr
2023$29.4M · 164 accts · $1.4M emplr
2022$23.2M · 152 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Investment management$3,729
Audit (IQPA)$62,000
Total administrative$34,504
The Transworld Oil U.S.A., Inc. 401(k) match · 2024
Employer contribution per active participant$10,737
Median for plans this size$2,416
2024$10,737 per active participant
2023$11,445 per active participant
2022$10,029 per active participant

Transworld Oil U.S.A., Inc.'s 2024 employer contribution ran above the $2,416 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
PRICE WATERHOUSE COOPERS LLP · Accounting / audit$62,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processingindirect comp

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$34,504 · 0.11%
2023$30,192 · 0.11%
2022Not separately reported
Similar plansManufacturing · Texas
Altivia Petrochemicals, LLC TX$33.7M · 0.33%
Satake USA, Inc. TX$33.5M · 0.08%
Venator TX$33.2M · 0.07%
Time Manufacturing Company TX$33.2M · 1.19%
The Flexitallic Group, Inc. TX$32.5M · 0.01%
Kent Moore Cabinets, LTD. TX$32.3M · 0.26%
Atec, Inc. TX$32.2M · 0.38%
Orora Visual, LLC TX$32.1M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742139029 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.