Plan Ledger DOL Form 5500 · updated monthly

Trinova, Inc.401(k)

TRINOVA, INC. 401(K) PLAN · MOBILE, AL · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Trinova, Inc. reported $33,788 in plan administrative expenses for 2024: 0.35% of average plan assets, below the peer median. Employer contributions averaged $3,062 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 3 years on file its reported administrative ratio has held roughly steady near 0.35%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is the 444th-largest of 902 plans among Alabama employers on file, and 7,727th of 11,654 in professional & technical services. In 2024, employees put in $2.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,887,452
Participants with balances117
Active participants151
Employer contributions$462,410
Employee contributions$967,156
Employer contribution per active participant$3,062
Average account balance$93,055
Benefits paid to participants$261,159
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.9M · 117 accts · $462K emplr
2023$8.5M · 112 accts · $445K emplr
2022$6.7M · 102 accts · $408K emplr
Administrative expenses, itemized · 2024
Investment management$33,788
Total administrative$33,788
The Trinova, Inc. 401(k) match · 2024
Employer contribution per active participant$3,062
Median for plans this size$1,313
2024$3,062 per active participant
2023$3,298 per active participant
2022$2,759 per active participant

Trinova, 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 · 20242
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$25,560
JPMORGAN INVEST HOLDINGS LLC$5,393

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$33,788 · 0.35%
2023$26,076 · 0.34%
2022$22,263 · 0.33%
Same employer
Similar plansProfessional & Technical Services · Alabama
Theranest, LLC AL$11.9M · 0.99%
Tidwell Group, LLC AL$11.6M · 0.47%
Spectrum Solutions, Inc. AL$11.1M · 0.50%
Oasys, Inc. AL$10.8M · 0.23%
Signalink Group Inc. AL$10.2M · 0.69%

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Source: U.S. Department of Labor, Form 5500 series, EIN 630517031 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.