Plan Ledger DOL Form 5500 · updated monthly

Trantham Services, Inc.401(k)

TRANTHAM SERVICES, INC. 401K · ALEXANDRIA, AL · plan year 2024

Reported admin expense ratio · 2024
1.46%

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

Trantham Services, Inc. reported $50,799 in plan administrative expenses for 2024: 1.46% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,412 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 rose from 1.07% to 1.46%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Alabama (688th of 902), and 1,805th of 2,677 in transportation & warehousing. In 2024, employees put in $1.74 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,820,186
Participants with balances488
Active participants270
Employer contributions$381,343
Employee contributions$664,964
Employer contribution per active participant$1,412
Average account balance$7,828
Benefits paid to participants$757,597
Plan auditUnmodified (clean) audit opinion
AuditorPEARCE BEVILL LEESBURG MOORE PC
Plan history3
Yearassets · accounts · employer contribution
2024$3.8M · 488 accts · $381K emplr
2023$3.1M · 467 accts · $355K emplr
2022$2.1M · 372 accts · $313K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$50,799
Total administrative$50,799
The Trantham Services, Inc. 401(k) match · 2024
Employer contribution per active participant$1,412
Median for plans this size$1,313
2024$1,412 per active participant
2023$1,334 per active participant
2022$1,227 per active participant

Trantham Services, Inc.'s 2024 employer contribution ran above the $1,313 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 · 20244
WELLS FARGO ADVISORS LLC · Investment advisory (plan)$9,787
MERRILL LYNCH PIERCE FENNER&SMITH · Investment advisory (plan)$6,736
DYATECH LLC · Contract administrator$5,260

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$50,799 · 1.46%
2023$31,561 · 1.20%
2022$20,859 · 1.07%
Same employer
Similar plansTransportation & Warehousing · Alabama
Alabama Motor Express AL$5.6M · 0.14%
Robbie D. Wood, Inc. AL$5.5M · 0.03%
Segers Aero Corporation AL$5.3M · 0.97%
Ct Stevedoring, Inc. AL$4.3M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 364356770 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.