Plan Ledger DOL Form 5500 · updated monthly

Trenam, Kemker, Scharf, Barkin, Frye, Oneill & Mullis PA401(k)

TRENAM LAW 401(K) PLAN · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Trenam, Kemker, Scharf, Barkin, Frye, Oneill & Mullis PA reported $160,050 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $8,322 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 0.173%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 334th-largest of 3,644 plans among Florida employers on file, and the 1,592nd of 11,654 in professional & technical services. In 2024, employees put in $1.57 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$94,875,702
Participants with balances216
Active participants167
Employer contributions$1,389,801
Employee contributions$2,187,941
Employer contribution per active participant$8,322
Average account balance$439,239
Benefits paid to participants$8,711,542
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$94.9M · 216 accts · $1.4M emplr
2023$89.7M · 199 accts · $1.4M emplr
2022$75.2M · 200 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$160,050
Total administrative$160,050
The Trenam, Kemker, Scharf, Barkin, Frye, Oneill & Mullis PA 401(k) match · 2024
Employer contribution per active participant$8,322
Median for plans this size$3,635
2024$8,322 per active participant
2023$9,338 per active participant

Trenam, Kemker, Scharf, Barkin, Frye, Oneill & Mullis PA's 2024 employer contribution ran above the $3,635 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 · 20242
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$160,050
AGW CAPITAL · Investment advisory (plan)indirect comp

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

Administrative cost history3
2024$160,050 · 0.17%
2023$140,758 · 0.17%
2022$117,374 · 0.17%
Same employer
Similar plansProfessional & Technical Services · Florida
Alaka'Ina Foundation FL$99.2M · 0.45%
Qualus Corp FL$96.1M · 0.49%
First Federal Bank FL$92.9M · 0.47%
Kaufman, Rossin & Co., P.A. FL$91.8M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 591772042 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.