Plan Ledger DOL Form 5500 · updated monthly

Trekk Design Group LLC401(k)

TREKK DESIGN GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST · KANSAS CITY, MO · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Trekk Design Group LLC reported $15,626 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $2,698 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 0.23% to 0.12%. 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 among the smaller plans on file in Missouri (724th of 1,393), and 6,779th of 11,654 in professional & technical services. In 2024, employees put in $2.30 for every $1.00 the employer contributed; active participation has grown from 157 to 200 since 2022.

Plan summary
Net assets, end of year$14,174,649
Participants with balances179
Active participants200
Employer contributions$539,603
Employee contributions$1,240,987
Employer contribution per active participant$2,698
Average account balance$79,188
Benefits paid to participants$593,464
Plan auditUnmodified (clean) audit opinion
AuditorSSC CPAS P.A.
Plan history3
Yearassets · accounts · employer contribution
2024$14.2M · 179 accts · $540K emplr
2023$10.9M · 159 accts · $479K emplr
2022$8.1M · 139 accts · $387K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$10,622
Investment management$5,004
Total administrative$15,626
The Trekk Design Group LLC 401(k) match · 2024
Employer contribution per active participant$2,698
Median for plans this size$2,416
2024$2,698 per active participant
2023$2,632 per active participant
2022$2,464 per active participant

Trekk Design Group LLC's 2024 employer contribution ran above 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
ADP, INC. · Loan processing · Recordkeeping$10,622
PRIME CAPITAL INVESTMENT ADVISORS L · Recordkeeping · Trustee$5,003
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, PRIME CAPITAL INVESTMENT ADVISORS L
2023ADP

This plan has changed recordkeepers within these filings. If you left Trekk Design Group LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$15,626 · 0.12%
2023$10,824 · 0.11%
2022$18,792 · 0.23%
Same employer
Similar plansProfessional & Technical Services · Missouri
Sci Engineering, Inc. MO$15.6M · 0.49%
Ariel Premium Supply, Inc. MO$15.3M · 0.31%
Kelly Mitchell Group, Inc. MO$13.7M · 0.56%
Monnig Global MO$13.6M · 0.63%
Environmental Works, Inc. MO$12.7M · 0.84%

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Source: U.S. Department of Labor, Form 5500 series, EIN 431953275 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.