Plan Ledger DOL Form 5500 · updated monthly

Trellance, Inc.401(k)

TRELLANCE, INC. 401(K) PROFIT SHARING PLAN · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
0.52%

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

Trellance, Inc. reported $87,765 in plan administrative expenses for 2024: 0.52% of average plan assets, higher than ~75% of peers. Employer contributions averaged $10,765 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 0.61% to 0.52%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,169th-largest of 3,644 plans among Florida employers on file, and 3,188th of 4,798 in finance & insurance. In 2024, employees put in $1.12 for every $1.00 the employer contributed; active participation has shrunk from 181 to 137 since 2022.

Plan summary
Net assets, end of year$18,605,154
Participants with balances259
Active participants137
Employer contributions$1,474,789
Employee contributions$1,651,036
Employer contribution per active participant$10,765
Average account balance$71,835
Benefits paid to participants$1,307,442
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$18.6M · 259 accts · $1.5M emplr
2023$15.0M · 280 accts · $1.6M emplr
2022$9.7M · 249 accts · $1.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,964
Investment management$46,801
Total administrative$87,765
The Trellance, Inc. 401(k) match · 2024
Employer contribution per active participant$10,765
Median for plans this size$2,416
2024$10,765 per active participant
2023$10,030 per active participant
2022$7,180 per active participant

Trellance, Inc.'s 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
EMPOWER ANNUITY INS CO · Recordkeeping · Insurance services$1,841
OSAIC WEALTH INC · Investment advisory (plan)$46,801
FLORIDA RETIREMENT CONS · Contract administrator$2,320

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

Recordkeeper by year2
2024Empower
2023Empower

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

Administrative cost history3
2024$87,765 · 0.52%
2023$90,085 · 0.73%
2022$57,043 · 0.61%
Same employer
Similar plansFinance & Insurance · Florida
First Home Bank FL$19.7M · 0.17%
Applied Card Systems, Inc. FL$19.2M · 0.32%
Security First Managers LLC FL$19.1M · 0.61%
Sun Capital Advisors, LP FL$18.1M · 0.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 592941216 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.