Plan Ledger DOL Form 5500 · updated monthly

Trends International, LLC401(k)

TRENDS INTERNATIONAL, LLC 401(K) PLAN · INDIANAPOLIS, IN · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Trends International, LLC reported $71,564 in plan administrative expenses for 2024: 0.46% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,613 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 0.46%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 655th-largest of 1,562 plans among Indiana employers on file, and 2,193rd of 4,246 in wholesale trade. In 2024, employees put in $2.36 for every $1.00 the employer contributed; active participation has grown from 104 to 200 since 2022.

Plan summary
Net assets, end of year$16,735,149
Participants with balances211
Active participants200
Employer contributions$522,689
Employee contributions$1,232,457
Employer contribution per active participant$2,613
Average account balance$79,314
Benefits paid to participants$1,147,939
Plan auditUnmodified (clean) audit opinion
AuditorBLUE AND CO LLC
Plan history3
Yearassets · accounts · employer contribution
2024$16.7M · 211 accts · $523K emplr
2023$14.1M · 213 accts · $426K emplr
2022$10.1M · 120 accts · $183K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,502
Investment management$45,062
Total administrative$71,564
The Trends International, LLC 401(k) match · 2024
Employer contribution per active participant$2,613
Median for plans this size$2,416
2024$2,613 per active participant
2023$2,017 per active participant
2022$1,764 per active participant

Trends International, LLC's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants)$45,062

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$71,564 · 0.46%
2023$56,125 · 0.46%
2022$53,683 · 0.47%
Same employer
Similar plansWholesale Trade · Indiana
Valbruna Stainless, Inc. IN$18.7M · 0.11%
Winkler, Inc. IN$18.0M · 0.06%
Mid-City Supply Co., Inc. IN$17.0M · 0.68%
National Oil and Gas, Inc. IN$15.5M · 0.29%
Accutemp Products, Inc. IN$15.5M · 0.56%
Central Products, LLC IN$14.9M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260087431 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.