Plan Ledger DOL Form 5500 · updated monthly

Trotter, Inc.401(k)

TROTTER, INC. 401(K) PLAN · ARCADIA, NE · plan year 2024

Reported admin expense ratio · 2024
0.39%

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

Trotter, Inc. reported $32,026 in plan administrative expenses for 2024: 0.39% of average plan assets, below the peer median. Employer contributions averaged $857 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 fell from 0.92% to 0.39%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Nebraska (388th of 565), and 490th of 945 in agriculture, forestry & fishing. In 2024, employees put in $2.65 for every $1.00 the employer contributed; active participation has shrunk from 266 to 236 since 2022.

Plan summary
Net assets, end of year$8,835,638
Participants with balances196
Active participants236
Employer contributions$202,164
Employee contributions$535,491
Employer contribution per active participant$857
Average account balance$45,080
Benefits paid to participants$415,428
Plan auditUnmodified (clean) audit opinion
AuditorGRAFTON & ASSOCIATES, PC
Plan history3
Yearassets · accounts · employer contribution
2024$8.8M · 196 accts · $202K emplr
2023$7.7M · 212 accts · $188K emplr
2022$6.4M · 197 accts · $190K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,026
Total administrative$32,026
The Trotter, Inc. 401(k) match · 2024
Employer contribution per active participant$857
Median for plans this size$1,313
2024$857 per active participant
2023$741 per active participant
2022$713 per active participant

Trotter, Inc.'s 2024 employer contribution ran below 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 · 20245
FUTUREPLAN BY ASCENSUS · Recordkeeping$11,990
ACENSUS · Recordkeeping$6,872
SECURITIES AMERICA, INC. · Investment advisory (participants)$17,195
MESIROW · Investment advisory (participants)$1,125
UNITED OF OMAHA$835

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

Recordkeeper by year2
2024ACENSUS, Ascensus
2023Ascensus

This plan has changed recordkeepers within these filings. If you left Trotter, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$32,026 · 0.39%
2023$52,617 · 0.75%
2022$63,362 · 0.92%
Similar plansAgriculture, Forestry & Fishing · Nebraska
Niewohner Brothers Inc. NE$12.6M · 0.02%
Western Cooperative Co NE$9.7M · 0.20%
Danielski Farms, Inc. NE$7.0M · 0.65%
Danielski Farms, Inc. NE$6.3M · 0.88%
Agp Grain Marketing, LLC NE$6.1M · 0.18%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 470580954 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.