Plan Ledger DOL Form 5500 · updated monthly

Trollco, Inc.401(k)

TROLLCO, INC. 401(K) PLAN · WINDSOR, CO · plan year 2024

Reported admin expense ratio · 2024
0.67%

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

Trollco, Inc. reported $30,520 in plan administrative expenses for 2024: 0.67% of average plan assets, above the peer median. Employer contributions averaged $1,703 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 0.67%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is among the smaller plans on file in Colorado (1,079th of 1,461), and 953rd of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.55 for every $1.00 the employer contributed; active participation has grown from 127 to 166 since 2022.

Plan summary
Net assets, end of year$4,666,625
Participants with balances191
Active participants166
Employer contributions$282,703
Employee contributions$438,773
Employer contribution per active participant$1,703
Average account balance$24,433
Benefits paid to participants$1,091,650
Plan auditUnmodified (clean) audit opinion
AuditorSOUKUP, BUSH & ASSOCIATES, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$4.7M · 191 accts · $283K emplr
2023$4.5M · 143 accts · $243K emplr
2022$3.6M · 138 accts · $195K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$30,520
Total administrative$30,520
The Trollco, Inc. 401(k) match · 2024
Employer contribution per active participant$1,703
Median for plans this size$1,313
2024$1,703 per active participant
2023$1,758 per active participant
2022$1,538 per active participant

Trollco, Inc.'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 · 20246
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$26,385
ASCENSUS · Contract administrator · Other services$4,133
S B H U LIFE AGENCY INC · Other servicesindirect comp
MORGAN STANLEY INSURANCE SERVICES · Other servicesindirect comp
MORNINGSTAR INVESTMENT MANAGEMENT · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect 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$30,520 · 0.67%
2023$26,425 · 0.66%
2022$21,217 · 0.65%
Same employer
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Movement Management, LLC CO$9.6M · 0.02%
Core Power Yoga, LLC CO$4.9M · 0.03%
Earth Treks, LLC CO$4.6M · 0.02%
Ski & Snowboard Club Vail CO$4.3M · 0.73%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841143232 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.