Plan Ledger DOL Form 5500 · updated monthly

Trc Worldwide Engineering401(k)

TRC WORLDWIDE ENGINEERING 401(K) PLAN · BRENTWOOD, TN · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Trc Worldwide Engineering reported $33,594 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $2,165 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 3 years on file its reported administrative ratio has held roughly steady near 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 695th-largest of 1,496 plans among Tennessee employers on file, and 6,736th of 11,654 in professional & technical services. In 2024, employees put in $3.82 for every $1.00 the employer contributed; active participation has shrunk from 96 to 86 since 2022.

Plan summary
Net assets, end of year$14,357,187
Participants with balances100
Active participants86
Employer contributions$186,213
Employee contributions$711,335
Employer contribution per active participant$2,165
Average account balance$143,572
Benefits paid to participants$936,695
Plan auditUnmodified (clean) audit opinion
AuditorBLANKENSHIP CPA GROUP PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$14.4M · 100 accts · $186K emplr
2023$12.6M · 106 accts · $173K emplr
2022$11.6M · 116 accts · $56K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,357
Investment management$32,237
Total administrative$33,594
The Trc Worldwide Engineering 401(k) match · 2024
Employer contribution per active participant$2,165
Median for plans this size$2,416
2024$2,165 per active participant
2023$2,111 per active participant
2022$585 per active participant

Trc Worldwide Engineering's 2024 employer contribution ran below the $2,416 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 · 20243
REGIONS BANK DBA REGIONS TRUST · Recordkeeping · Trustee$32,237
ADP, INC. · Loan processing · Recordkeeping$1,357
ADP BROKER-DEALERindirect comp

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

Recordkeeper by year2
2024ADP, REGIONS BANK DBA REGIONS TRUST
2023ADP, REGIONS BANK DBA REGIONS TRUST

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Administrative cost history3
2024$33,594 · 0.25%
2023$30,760 · 0.25%
2022$31,923 · 0.26%
Similar plansProfessional & Technical Services · Tennessee
Spectra Tech, Inc. TN$15.6M · 0.23%
The White Stone Group, Inc. TN$15.2M · 0.34%
Xsolis, Inc. TN$14.6M · 0.58%
Harrow Health Inc TN$14.5M · 0.80%
Built Technologies TN$14.3M · 0.59%
Avertium, LLC TN$13.3M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621803853 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.