Plan Ledger DOL Form 5500 · updated monthly

Triosim Corporation401(k)

TRIOSIM CORPORATION 401(K) PLAN · APPLETON, WI · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Triosim Corporation reported $18,594 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $1,495 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 0.165%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Wisconsin (1,154th of 1,936), and the 1,432nd of 3,341 in other services. In 2024, employees put in $2.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,692,571
Participants with balances184
Active participants396
Employer contributions$592,096
Employee contributions$1,342,259
Employer contribution per active participant$1,495
Average account balance$68,981
Benefits paid to participants$1,147,740
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.7M · 184 accts · $592K emplr
2023$9.9M · 171 accts · $559K emplr
2022$8.0M · 158 accts · $478K emplr
The Triosim Corporation 401(k) match · 2024
Employer contribution per active participant$1,495
Median for plans this size$2,416
2024$1,495 per active participant
2023$1,309 per active participant
2022$1,319 per active participant

Triosim Corporation's 2024 employer contribution ran below the $2,416 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
VOYA RETIREMENT INSUR AND ANN CO. · Investment advisory (participants)$5,988
NICOLET NATIONAL BANKindirect comp
PENSION CONSULTANTS CO., INC. · Other servicesindirect comp

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$18,594 · 0.16%
2023$15,804 · 0.18%
2022$13,456 · 0.16%
Same employer
Similar plansOther Services · Wisconsin
Streamworks, LLC WI$12.6M · 0.31%
Rawhide, Inc. WI$10.1M · 0.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474541904 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.