Plan Ledger DOL Form 5500 · updated monthly

Trinity Forge, Inc.401(k)

TRINITY FORGE, INC. INVESTMENT AND PROFIT SHARING PLAN · MANSFIELD, TX · plan year 2022

Reported admin expense ratio · 2022
0.25%

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

Trinity Forge, Inc. reported $13,056 in plan administrative expenses for 2022: 0.25% of average plan assets, below the peer median. Employer contributions averaged $0 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Texas (4,124th of 5,688), and 11,329th of 13,661 in manufacturing.

Plan summary
Net assets, end of year$4,760,209
Participants with balances80
Active participants103
Employer contributions$0
Employee contributions$179,036
Employer contribution per active participant$0
Average account balance$59,503
Benefits paid to participants$211,852
Plan auditUnmodified (clean) audit opinion
AuditorWATERS VOLLMERING & ASSOC, LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$4,180
Investment management$8,876
Total administrative$13,056
The Trinity Forge, Inc. 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

Trinity Forge, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$13,056 · 0.25%
Similar plansManufacturing · Texas
Comet Signs LLC TX$4.8M · 0.74%
Steel Masters LP TX$4.7M · 0.24%
Balcones Resources, Inc. TX$4.7M · 0.02%
Rki, Inc. TX$4.7M · 0.04%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 750924477 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.