Plan Ledger DOL Form 5500 · updated monthly

Trendline Interactive LLC dba Shift Paradigm401(k)

SHIFT PARADIGM 401(K) PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.72%

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

Trendline Interactive LLC dba Shift Paradigm reported $51,930 in plan administrative expenses for 2024: 0.72% of average plan assets, above the peer median. Employer contributions averaged $5,129 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 0.48% to 0.72%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Texas (3,294th of 5,688), and 8,475th of 11,654 in professional & technical services. In 2024, employees put in $1.80 for every $1.00 the employer contributed; active participation has shrunk from 182 to 114 since 2022.

Plan summary
Net assets, end of year$8,563,504
Participants with balances189
Active participants114
Employer contributions$584,659
Employee contributions$1,053,717
Employer contribution per active participant$5,129
Average account balance$45,310
Benefits paid to participants$1,513,219
Plan auditUnmodified (clean) audit opinion
AuditorKENDRA MELNYK, CPA
Plan history3
Yearassets · accounts · employer contribution
2024$8.6M · 189 accts · $585K emplr
2023$5.8M · 237 accts · $579K emplr
2022$3.5M · 188 accts · $552K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$12,372
Investment management$39,558
Total administrative$51,930
The Trendline Interactive LLC dba Shift Paradigm 401(k) match · 2024
Employer contribution per active participant$5,129
Median for plans this size$1,313
2024$5,129 per active participant
2023$3,941 per active participant
2022$3,031 per active participant

Trendline Interactive LLC dba Shift Paradigm'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 · 20243
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$34,554
RESOURCES INVESTMENT ADVISORS, LLC · Investment management$5,004

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$51,930 · 0.72%
2023$34,556 · 0.74%
2022$16,955 · 0.48%
Same employer
Similar plansProfessional & Technical Services · Texas
Paradigm Dkd Group, LLC TX$8.7M · 0.61%
Hawk Consultants, LLC TX$8.6M · 0.48%
Archer Systems, LLC TX$8.4M · 1.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273334784 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.