Plan Ledger DOL Form 5500 · updated monthly

Trimont LLC401(k)

TRIMONT LLC 401(K) PLAN · ATLANTA, GA · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Trimont LLC reported $79,800 in plan administrative expenses for 2024: 0.12% of average plan assets, below the peer median. Employer contributions averaged $3,375 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 0.13% to 0.12%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 349th-largest of 2,160 plans among Georgia employers on file, and the 175th of 2,096 in real estate & leasing. In 2024, employees put in $1.61 for every $1.00 the employer contributed; active participation has grown from 301 to 700 since 2022.

Plan summary
Net assets, end of year$74,581,626
Participants with balances465
Active participants700
Employer contributions$2,362,359
Employee contributions$3,810,650
Employer contribution per active participant$3,375
Average account balance$160,391
Benefits paid to participants$2,772,579
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$74.6M · 465 accts · $2.4M emplr
2023$61.0M · 457 accts · $1.9M emplr
2022$53.8M · 420 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,825
Investment management$75,975
Total administrative$79,800
The Trimont LLC 401(k) match · 2024
Employer contribution per active participant$3,375
Median for plans this size$3,635
2024$3,375 per active participant
2023$5,479 per active participant
2022$5,047 per active participant

Trimont LLC's 2024 employer contribution ran below the $3,635 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 · 20243
WHITE HORSE ADVISORS, LLC · Recordkeeping · Trustee$40,000
BDO USA , LLP · Recordkeeping · Pension consulting$20,600
ADP, INC. · Loan processing · Recordkeeping$19,200

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, BDO USA , LLP, WHITE HORSE ADVISORS, LLC
2023ADP, BDO USA , P.C., WHITE HORSE ADVISORS, LLC

This plan has changed recordkeepers within these filings. If you left Trimont LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$79,800 · 0.12%
2023$77,690 · 0.14%
2022$78,779 · 0.13%
Same employer
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Randstad North America GA$674.3M · 0.14%
Gables Residential Services GA$103.9M · 0.27%
Jamestown Management Corp. GA$90.2M · 0.27%
Cortland Holdings, LLC GA$57.1M · 0.79%
Cousins Employees, LLC GA$51.1M · 0.13%
Selig Enterprises, Inc. GA$47.7M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 581524431 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.