Plan Ledger DOL Form 5500 · updated monthly

True Up Companies, LLC401(k)

TRUE UP COMPANIES 401(K) PLAN · QUEEN CREEK, AZ · plan year 2022

Reported admin expense ratio · 2022
2.10%

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

True Up Companies, LLC reported $10,778 in plan administrative expenses for 2022: 2.10% of average plan assets, higher than ~75% of peers. Employer contributions averaged $498 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 construction employers. By assets it is among the smaller plans on file in Arizona (1,190th of 1,285), and 5,182nd of 5,337 in construction. In 2022, employees put in $2.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$668,027
Participants with balances37
Active participants245
Employer contributions$122,002
Employee contributions$254,083
Employer contribution per active participant$498
Average account balance$18,055
Benefits paid to participants$19,879
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$3,417
Investment management$7,361
Total administrative$10,778
The True Up Companies, LLC 401(k) match · 2022
Employer contribution per active participant$498
Median for plans this size$331

True Up Companies, 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$10,778 · 2.10%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 811078842 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.