Plan Ledger DOL Form 5500 · updated monthly

Trove Information Technologies, Inc.401(k)

TROVE INFORMATION TECHNOLOGIES, INC. 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Trove Information Technologies, Inc. reported $9,088 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 has held roughly steady near 0.120%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in California (5,693rd of 9,483), and 1,558th of 2,199 in information & media.

Plan summary
Net assets, end of year$9,171,699
Participants with balances216
Active participants139
Employer contributions$0
Employee contributions$2,231,397
Employer contribution per active participant$0
Average account balance$42,462
Benefits paid to participants$1,060,762
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$9.2M · 216 accts
2023$5.9M · 190 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,028
Investment management$6,060
Total administrative$9,088
The Trove Information Technologies, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Trove Information Technologies, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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
GUIDELINE, INC. · Plan administrator · Recordkeeping$8,186
BENEFIT TRUST COMPANY · Custodial · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024Guideline
2023Guideline

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

Administrative cost history2
2024$9,088 · 0.12%
2023$5,254 · 0.12%
Same employer
Similar plansInformation & Media · California
Textnow, Inc CA$9.5M · 0.66%
Raken, Inc. CA$9.5M · 0.13%
Yellowbrick Data, Inc. CA$9.5M · 0.04%
Clumio, Inc CA$9.1M · 0.04%
Criteria Corp CA$9.1M · 0.49%
Lively. Inc. CA$9.0M · 0.13%
Grin Technologies Inc CA$9.0M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 843357831 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.