Plan Ledger DOL Form 5500 · updated monthly

Tru Luc Holding LLC401(k)

TRU LUC HOLDING LLC 401K · CINCINNATI, OH · plan year 2022

Reported admin expense ratio · 2022
0.05%

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

Tru Luc Holding LLC reported $218 in plan administrative expenses for 2022: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $541 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Ohio (3,216th of 3,295), and 765th of 786 in management of companies. In 2022, employees put in $1.83 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$488,937
Participants with balances32
Active participants123
Employer contributions$66,489
Employee contributions$121,442
Employer contribution per active participant$541
Average account balance$15,279
Benefits paid to participants$16,000
Plan auditUnmodified (clean) audit opinion
AuditorATLAS CPAS & ADVISORS, PLLC
The Tru Luc Holding LLC 401(k) match · 2022
Employer contribution per active participant$541
Median for plans this size$331

Tru Luc Holding LLC's 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$218 · 0.05%
Similar plansManagement of Companies · Ohio
Trades Holding Co., LLC OH$3.5M · 0.52%
Choura Venue Services CA$621K · 1.23%
W Holdings LLC CA$596K · 0.35%
Cpcm Holdings LLC NV$528K · 0.62%

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Source: U.S. Department of Labor, Form 5500 series, EIN 274436020 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.