Plan Ledger DOL Form 5500 · updated monthly

True View Windows and Glass LLC401(k)

TRUE VIEW WINDOWS AND GLASS BLOCK 401(K) P/S PLAN · PHOENIX, AZ · plan year 2023

Reported admin expense ratio · 2023
2.67%

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

True View Windows and Glass LLC reported $21,545 in plan administrative expenses for 2023: 2.67% of average plan assets, higher than ~75% of peers. Employer contributions averaged $947 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 1 year on file its reported administrative ratio rose from 1.37% to 2.67%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Arizona (1,163rd of 1,285), and 5,132nd of 5,337 in construction. In 2023, employees put in $2.58 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$896,828
Participants with balances91
Active participants83
Employer contributions$78,626
Employee contributions$202,524
Employer contribution per active participant$947
Average account balance$9,855
Benefits paid to participants$214,735
Plan auditUnmodified (clean) audit opinion
AuditorPARK FOWLER & CO., PLLC
Plan history2
Yearassets · accounts · employer contribution
2023$897K · 91 accts · $79K emplr
2022$720K · 171 accts · $86K emplr
The True View Windows and Glass LLC 401(k) match · 2023
Employer contribution per active participant$947
Median for plans this size$522
2023$947 per active participant
2022$901 per active participant

True View Windows and Glass LLC's 2023 employer contribution ran above the $522 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
PAI · Contract administrator · Recordkeeping$9,275
ASCENSUS LLC · Loan processing · Recordkeeping$6,962
SUNSTONE FINANCIAL · Investment advisory (plan)$2,566
PAI TRUST · Investment advisory (plan) · Custodial (securities)$1,906

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

Administrative cost history2
2023$21,545 · 2.67%
2022$9,060 · 1.37%
Similar plansConstruction · Arizona
Desert Vista, Inc. AZ$988K · 0.92%
Erus Holdings, LLC AZ$957K · 1.53%
Red Oak LLC AZ$845K · 1.00%
Banker Industries, Inc. AZ$793K · 2.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 853035744 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.