Plan Ledger DOL Form 5500 · updated monthly

Truescripts Management Services, LLC401(k)

TRUESCRIPTS MANAGEMENT SERVICES, LLC 401(K) PLAN · WASHINGTON, IN · plan year 2024

Reported admin expense ratio · 2024
0.23%

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

Truescripts Management Services, LLC reported $28,412 in plan administrative expenses for 2024: 0.23% of average plan assets, below the peer median. Employer contributions averaged $5,042 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 0.22% to 0.23%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 752nd-largest of 1,562 plans among Indiana employers on file, and the 2,035th of 5,215 in retail trade. In 2024, employees put in $1.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,851,127
Participants with balances188
Active participants186
Employer contributions$937,779
Employee contributions$1,252,821
Employer contribution per active participant$5,042
Average account balance$73,676
Benefits paid to participants$604,618
Plan auditUnmodified (clean) audit opinion
AuditorKRUEGER & ASSOCIATES, CPAS LLC
Plan history2
Yearassets · accounts · employer contribution
2024$13.9M · 188 accts · $938K emplr
2023$10.7M · 162 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$375
Investment management$28,037
Total administrative$28,412
The Truescripts Management Services, LLC 401(k) match · 2024
Employer contribution per active participant$5,042
Median for plans this size$2,416
2024$5,042 per active participant
2023$7,811 per active participant

Truescripts Management Services, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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
EDWARD JONES · Investment advisory (plan)$28,037
CAPITAL GROUP RETIREMENT PLAN SVCS$375

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

Administrative cost history2
2024$28,412 · 0.23%
2023$19,361 · 0.22%
Same employer
Similar plansRetail Trade · Indiana
Romain Buick, Inc. IN$14.8M · 0.77%
Lids Holdings Inc. IN$14.5M · 1.07%
Basney Imports, Inc. IN$14.2M · 0.06%
Aaag Holdings, Inc. IN$14.1M · 0.13%
Nc, Inc. IN$13.6M · 0.05%
Ttg Equipment LLC IN$13.5M · 0.19%
Button Motors Inc. IN$12.6M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464334244 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.