Plan Ledger DOL Form 5500 · updated monthly

Trinitas Ventures, LLC401(k)

TRINITAS VENTURES, LLC 401(K) PROFIT SHARING PLAN · LAFAYETTE, IN · plan year 2024

Reported admin expense ratio · 2024
0.61%

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

Trinitas Ventures, LLC reported $48,508 in plan administrative expenses for 2024: 0.61% of average plan assets, above the peer median. Employer contributions averaged $3,846 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 0.56% to 0.61%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Indiana (947th of 1,562), and 3,274th of 5,337 in construction. In 2024, employees put in $1.68 for every $1.00 the employer contributed; active participation has grown from 122 to 147 since 2022.

Plan summary
Net assets, end of year$8,779,457
Participants with balances220
Active participants147
Employer contributions$565,399
Employee contributions$951,065
Employer contribution per active participant$3,846
Average account balance$39,907
Benefits paid to participants$1,056,355
Plan auditUnmodified (clean) audit opinion
AuditorHUTH THOMPSON LLP
Plan history3
Yearassets · accounts · employer contribution
2024$8.8M · 220 accts · $565K emplr
2023$7.2M · 200 accts · $475K emplr
2022$5.6M · 160 accts · $400K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,011
Investment management$26,440
Total administrative$48,508
The Trinitas Ventures, LLC 401(k) match · 2024
Employer contribution per active participant$3,846
Median for plans this size$1,313
2024$3,846 per active participant
2023$3,125 per active participant
2022$3,281 per active participant

Trinitas Ventures, LLC'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 · 20244
KESTRA INVESTMENT SERVICES LLC · Investment advisory (plan)$14,891
EMPOWER ADVISORY GROUP, LLC · Investment management$11,549
ONEDIGITAL INVESTMENT ADVISORS LLC$4,057

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$48,508 · 0.61%
2023$37,249 · 0.58%
2022$33,663 · 0.56%
Same employer
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J. C. Hart Company, Inc. IN$11.3M · 0.52%
Bone Dry Roofing, Inc. IN$9.7M · 0.86%
Niblock Excavating, Inc IN$9.5M · 0.28%
Twg Development, LLC IN$8.8M · 0.63%
Gemco Constructors, LLC IN$8.6M · 0.10%
Jack Laurie Floors, LLC IN$8.3M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 320026367 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.