Plan Ledger DOL Form 5500 · updated monthly

Trend Services, Inc.Profit-sharing plan

TREND SERVICES, INC. PROFIT SHARING PLAN AND TRUST · BROUSSARD, LA · plan year 2023

Reported admin expense ratio · 2023
0.67%

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

Trend Services, Inc. reported $22,732 in plan administrative expenses for 2023: 0.67% of average plan assets, above the peer median. Employer contributions averaged $908 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 fell from 0.81% to 0.67%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other real estate & leasing employers. By assets it is among the smaller plans on file in Louisiana (665th of 884), and 1,666th of 2,096 in real estate & leasing. In 2023, employees put in $1.56 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,687,254
Participants with balances172
Active participants131
Employer contributions$118,945
Employee contributions$185,203
Employer contribution per active participant$908
Average account balance$21,438
Benefits paid to participants$167,395
Plan auditUnmodified (clean) audit opinion
AuditorBROUSSARD POCHE' LLP
Plan history2
Yearassets · accounts · employer contribution
2023$3.7M · 172 accts · $119K emplr
2022$3.1M · 180 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$6,021
Investment management$16,711
Total administrative$22,732
Employer contributions to the Trend Services, Inc. plan · 2023
Employer contribution per active participant$908
Median for plans this size$1,308

Trend Services, Inc.'s 2023 employer contribution ran below the $1,308 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 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$6,021
UBS FINANCIAL · Investment advisory (plan)$16,710

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

Administrative cost history2
2023$22,732 · 0.67%
2022$25,559 · 0.81%
Same employer
Similar plansReal Estate & Leasing · Louisiana
Vintage Realty Company LA$4.6M · 0.06%
Kfk Group, Inc. LA$2.0M · 1.70%
Sunquest Properties, Inc LA$125K · 1.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 720903785 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.