Plan Ledger DOL Form 5500 · updated monthly

Triple R Brothers, LTD401(k)

TRB RETIREMENT PLAN · NEDERLAND, TX · plan year 2024

Reported admin expense ratio · 2024
0.56%

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

Triple R Brothers, LTD reported $28,112 in plan administrative expenses for 2024: 0.56% of average plan assets, above the peer median. Employer contributions averaged $1,482 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 0.53% to 0.56%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (3,945th of 5,688), and 3,637th of 5,215 in retail trade. In 2024, employees put in $1.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,447,592
Participants with balances151
Active participants228
Employer contributions$337,902
Employee contributions$510,747
Employer contribution per active participant$1,482
Average account balance$36,077
Benefits paid to participants$565,394
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.4M · 151 accts · $338K emplr
2023$4.6M · 157 accts · $292K emplr
2022$3.7M · 147 accts · $361K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,948
Investment management$26,164
Total administrative$28,112
The Triple R Brothers, LTD 401(k) match · 2024
Employer contribution per active participant$1,482
Median for plans this size$1,313
2024$1,482 per active participant
2023$1,412 per active participant
2022$1,695 per active participant

Triple R Brothers, LTD's 2024 employer contribution ran above the $1,313 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 · 20242
AMERICAN UNITED LIFE INSURANCE CO · Recordkeeping · Participant communication$512
EDWARD D JONES AND CO · Investment advisory (participants) · Investment advisory (plan)$26,164

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$28,112 · 0.56%
2023$22,717 · 0.55%
2022$19,115 · 0.53%
Similar plansRetail Trade · Texas
Ed Hicks Imports TX$5.7M · 0.41%
Savcop, LTD TX$5.7M · 0.22%
Benny Boyd, LTD. TX$5.4M · 0.14%
Staccato 2011, LLC TX$5.4M · 0.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741284890 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.