Plan Ledger DOL Form 5500 · updated monthly

Trienda Holdings, LLC401(k)

TRIENDA HOLDINGS, LLC 401(K) PLAN · PORTAGE, WI · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Trienda Holdings, LLC reported $55,844 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $2,916 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 0.16%. 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 523rd-largest of 1,936 plans among Wisconsin employers on file, and the 3,872nd of 13,661 in manufacturing. In 2024, employees put in $1.81 for every $1.00 the employer contributed; active participation has shrunk from 456 to 384 since 2022.

Plan summary
Net assets, end of year$37,240,173
Participants with balances344
Active participants384
Employer contributions$1,119,751
Employee contributions$2,022,901
Employer contribution per active participant$2,916
Average account balance$108,256
Benefits paid to participants$4,560,712
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2024$37.2M · 344 accts · $1.1M emplr
2023$33.6M · 639 accts · $1.0M emplr
2022$28.8M · 618 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$55,844
Total administrative$55,844
The Trienda Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$2,916
Median for plans this size$2,416
2024$2,916 per active participant
2023$1,780 per active participant
2022$2,216 per active participant

Trienda Holdings, 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 · 20241
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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$55,844 · 0.16%
2023$15,034 · 0.05%
2022$20,659 · 0.06%
Same employer
Similar plansManufacturing · Wisconsin
Badger Plug Company WI$38.9M · 0.13%
Quality Liquid Feeds, Inc. WI$38.8M · 0.34%
Felker Brothers Corporation WI$37.2M · 0.21%
Mathews Archery, Inc. WI$36.6M · 0.24%
Techniplas US LLC WI$36.6M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464136809 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.