Plan Ledger DOL Form 5500 · updated monthly

Trend Technologies, LLC401(k)

TREND TECHNOLOGIES, LLC SAVINGS AND RETIREMENT PLAN · CHINO, CA · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Trend Technologies, LLC reported $47,304 in plan administrative expenses for 2024: 0.30% 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 2 years on file its reported administrative ratio rose from 0.06% to 0.30%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 4,094th-largest of 9,483 plans among California employers on file, and the 6,618th of 13,661 in manufacturing. In 2024, employees put in $4.76 for every $1.00 the employer contributed; active participation has shrunk from 225 to 197 since 2022.

Plan summary
Net assets, end of year$16,764,753
Participants with balances193
Active participants197
Employer contributions$178,958
Employee contributions$851,697
Employer contribution per active participant$908
Average account balance$86,864
Benefits paid to participants$1,401,226
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.8M · 193 accts · $179K emplr
2023$15.3M · 233 accts · $177K emplr
2022$12.5M · 236 accts · $147K emplr
Administrative expenses, itemized · 2024
Investment management$47,304
Total administrative$47,304
The Trend Technologies, LLC 401(k) match · 2024
Employer contribution per active participant$908
Median for plans this size$2,416
2024$908 per active participant
2023$811 per active participant
2022$654 per active participant

Trend Technologies, LLC's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
NFP RETIREMENT INC · Investment advisory (plan)$40,211
EMPOWER ADVISORY GROUP, LLC · Investment management$7,093

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$47,304 · 0.30%
2023$39,216 · 0.28%
2022$8,076 · 0.06%
Same employer
Similar plansManufacturing · California
Norton Packaging, Inc. CA$17.0M · 0.03%
Rf Industries, LTD. CA$16.8M · 0.58%
Kriya Therapeutics, Inc. CA$16.8M · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470898630 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.