Plan Ledger DOL Form 5500 · updated monthly

Trefz Corporation401(k)

TREFZ CORPORATION & ITS AFFILIATES PROFIT SHARING 401(K) PLAN · BRIDGEPORT, CT · plan year 2025

Reported admin expense ratio · 2025
0.23%

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

Trefz Corporation reported $51,583 in plan administrative expenses for 2025: 0.23% of average plan assets, below the peer median. Employer contributions averaged $151 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 fell from 0.40% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 1,620 comparable plans and shown alongside other wholesale trade employers. By assets it is the 515th-largest of 1,106 plans among Connecticut employers on file, and the 1,708th of 4,246 in wholesale trade. In 2025, employees put in $3.54 for every $1.00 the employer contributed; active participation has grown from 1,114 to 1,380 since 2022.

Plan summary
Net assets, end of year$22,657,270
Participants with balances290
Active participants1,380
Employer contributions$208,416
Employee contributions$738,776
Employer contribution per active participant$151
Average account balance$78,129
Benefits paid to participants$3,107,417
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$22.7M · 290 accts · $208K emplr
2024$22.4M · 300 accts · $215K emplr
2023$20.4M · 253 accts · $195K emplr
2022$18.2M · 324 accts · $192K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$24,687
Investment management$2,843
Audit (IQPA)$18,098
Trustee / custodial$5,955
Total administrative$51,583
The Trefz Corporation 401(k) match · 2025
Employer contribution per active participant$151
Median for plans this size$2,666
2025$151 per active participant
2024$141 per active participant
2023$206 per active participant
2022$172 per active participant

Trefz Corporation's 2025 employer contribution ran below the $2,666 median for plans its size, in the bottom 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
ASCENSUS · Recordkeeping$21,362
CARON & BLETZER PLLC · Accounting / audit$18,098
WILMINGTON TRUST · Custodial · Investment advisory (plan)$5,955

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

Recordkeeper by year3
2025Ascensus
2024Ascensus
2023Ascensus

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

Administrative cost history4
2025$51,583 · 0.23%
2024$82,532 · 0.39%
2023$73,634 · 0.38%
2022$81,731 · 0.40%
Same employer
Similar plansWholesale Trade · Connecticut
Brescome Barton, Inc. CT$24.0M · 0.17%
Hmtx Industries LLC CT$23.1M · 0.05%
Allan S. Goodman, Inc. CT$20.6M · 0.40%
S&S Worldwide, Inc. CT$19.8M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 060862427 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.