Plan Ledger DOL Form 5500 · updated monthly

Trendsetter Engineering, Inc.401(k)

TRENDSETTER ENGINEERING, INC. 401(K) PROFIT SHARING PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Trendsetter Engineering, Inc. reported $63,404 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $5,681 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 fell from 0.27% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,556th-largest of 5,688 plans among Texas employers on file, and the 4,217th of 11,654 in professional & technical services. In 2024, employees put in $1.82 for every $1.00 the employer contributed; active participation has grown from 182 to 312 since 2022.

Plan summary
Net assets, end of year$29,620,794
Participants with balances341
Active participants312
Employer contributions$1,772,582
Employee contributions$3,232,386
Employer contribution per active participant$5,681
Average account balance$86,864
Benefits paid to participants$1,195,557
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history3
Yearassets · accounts · employer contribution
2024$29.6M · 341 accts · $1.8M emplr
2023$21.4M · 299 accts · $1.3M emplr
2022$16.2M · 214 accts · $846K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$60,278
Investment management$3,126
Total administrative$63,404
The Trendsetter Engineering, Inc. 401(k) match · 2024
Employer contribution per active participant$5,681
Median for plans this size$2,416
2024$5,681 per active participant
2023$5,195 per active participant
2022$4,650 per active participant

Trendsetter Engineering, Inc.'s 2024 employer contribution ran above the $2,416 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$60,433

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$63,404 · 0.25%
2023$49,838 · 0.26%
2022$44,609 · 0.27%
Similar plansProfessional & Technical Services · Texas
Neste US, Inc. TX$30.4M · 0.13%
L.A. Fuess Partners, Inc. TX$30.1M · 0.22%
Englobal Corporation TX$29.8M · 0.33%
Mehaffy & Weber, P.C. TX$29.3M · 0.09%
Gyrodata Incorporated TX$29.2M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760513436 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.