Plan Ledger DOL Form 5500 · updated monthly

Trilogy Medwaste, Inc401(k)

TRILOGY MEDWASTE 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.85%

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

Trilogy Medwaste, Inc reported $45,955 in plan administrative expenses for 2024: 0.85% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,358 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 1.04% to 0.85%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in Texas (3,757th of 5,688), and 1,300th of 2,534 in administrative & support services. In 2024, employees put in $1.66 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,278,919
Participants with balances406
Active participants364
Employer contributions$858,485
Employee contributions$1,422,546
Employer contribution per active participant$2,358
Average account balance$15,465
Benefits paid to participants$1,187,021
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.3M · 406 accts · $858K emplr
2023$4.6M · 409 accts · $841K emplr
2022$2.9M · 406 accts · $768K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$45,955
Total administrative$45,955
The Trilogy Medwaste, Inc 401(k) match · 2024
Employer contribution per active participant$2,358
Median for plans this size$1,313
2024$2,358 per active participant
2023$2,285 per active participant
2022$2,021 per active participant

Trilogy Medwaste, Inc'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 · 20241
ADP, INC. · Loan processing · Recordkeeping$45,954

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$45,955 · 0.85%
2023$36,241 · 0.97%
2022$23,108 · 1.04%
Same employer
Similar plansAdministrative & Support Services · Texas
Spencer Ogden TX$6.7M · 0.23%
Horn Solutions, Inc. TX$6.4M · 0.71%
Southern Botanical, Inc. TX$5.8M · 0.82%

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Source: U.S. Department of Labor, Form 5500 series, EIN 815155935 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.