Plan Ledger DOL Form 5500 · updated monthly

Trend Health Partners, LLC401(k)

TREND HEALTH PARTNERS, LLC 401(K) PLAN · HUNT VALLEY, MD · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Trend Health Partners, LLC reported $5,540 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,510 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 1 year on file its reported administrative ratio rose from 0.05% to 0.06%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Maryland (954th of 1,671), and 3,898th of 4,798 in finance & insurance. In 2024, employees put in $1.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,884,686
Participants with balances249
Active participants317
Employer contributions$795,668
Employee contributions$1,449,936
Employer contribution per active participant$2,510
Average account balance$43,714
Benefits paid to participants$435,961
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$10.9M · 249 accts · $796K emplr
2023$6.9M · 198 accts · $465K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,540
Total administrative$5,540
The Trend Health Partners, LLC 401(k) match · 2024
Employer contribution per active participant$2,510
Median for plans this size$1,313
2024$2,510 per active participant
2023$1,749 per active participant

Trend Health Partners, LLC's 2024 employer contribution ran above the $1,313 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 · 20241
NWPS · Recordkeeping · Loan processing$5,540

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

Administrative cost history2
2024$5,540 · 0.06%
2023$2,830 · 0.05%
Same employer
Similar plansFinance & Insurance · Maryland
Hebron Savings Bank MD$11.5M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832044663 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.