Plan Ledger DOL Form 5500 · updated monthly

Trigreen Equipment, LLC401(k)

TRIGREEN EQUIPMENT, LLC 401(K) PLAN · ATHENS, AL · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Trigreen Equipment, LLC reported $114,685 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,214 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 0.34% to 0.47%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 248th-largest of 902 plans among Alabama employers on file, and the 1,168th of 5,215 in retail trade. In 2024, employees put in $1.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,061,281
Participants with balances428
Active participants574
Employer contributions$696,871
Employee contributions$1,365,796
Employer contribution per active participant$1,214
Average account balance$60,891
Benefits paid to participants$1,740,309
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$26.1M · 428 accts · $697K emplr
2023$22.4M · 426 accts · $711K emplr
2022$18.2M · 415 accts · $613K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$114,685
Total administrative$114,685
The Trigreen Equipment, LLC 401(k) match · 2024
Employer contribution per active participant$1,214
Median for plans this size$2,416
2024$1,214 per active participant
2023$1,189 per active participant
2022$1,091 per active participant

Trigreen Equipment, 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
MERRILL LYNCH PIERCE FENNER & SMITH · Investment advisory (plan)$72,087
AZALEA ADMINISTRATION LLC · Contract administrator$4,100

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$114,685 · 0.47%
2023$93,439 · 0.46%
2022$62,989 · 0.34%
Same employer
Similar plansRetail Trade · Alabama
Hibbett, Inc. AL$59.0M · 0.39%
Books-A-Million, Inc. AL$40.2M · 0.42%
Auto Investment, Inc. AL$27.3M · 0.83%
Wilson Lumber Company, Inc. AL$16.7M · 0.28%
Tameron Automotive Group AL$15.9M · 0.26%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 205462252 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.