Plan Ledger DOL Form 5500 · updated monthly

Treliant, LLC401(k)

TRELIANT, LLC SECTION 401(K) PLAN · WASHINGTON, DC · plan year 2023

Reported admin expense ratio · 2023
0.08%

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

Treliant, LLC reported $15,992 in plan administrative expenses for 2023: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,296 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 0.00% to 0.26%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in District of Columbia (328th of 618), and the 5,311th of 11,654 in professional & technical services. In 2023, employees put in $2.54 for every $1.00 the employer contributed; active participation has shrunk from 271 to 148 since 2022.

Plan summary
Net assets, end of year$21,368,966
Participants with balances353
Active participants148
Employer contributions$635,780
Employee contributions$1,613,181
Employer contribution per active participant$4,296
Average account balance$60,535
Benefits paid to participants$3,558,481
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$21.1M · 348 accts · $361K emplr
2023$21.4M · 353 accts · $636K emplr
2022$18.5M · 529 accts · $776K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$15,992
Total administrative$15,992
The Treliant, LLC 401(k) match · 2023
Employer contribution per active participant$4,296
Median for plans this size$2,440
2024$2,272 per active participant
2023$4,296 per active participant
2022$2,863 per active participant

Treliant, LLC's 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$22,225
MESIROW FINANCIAL · Investment advisory (plan)$14,822

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

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

Administrative cost history3
2024$54,415 · 0.26%
2023$15,992 · 0.08%
2022$639 · 0.00%
Same employer
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Herren Associates, Inc. DC$22.2M · 0.22%
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Otj Architects Inc DC$19.2M · 0.30%
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Source: U.S. Department of Labor, Form 5500 series, EIN 202969925 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.