Plan Ledger DOL Form 5500 · updated monthly

Trumark Companies LLC401(k)

TRUMARK COMPANIES LLC 401(K) PLAN · SAN RAMON, CA · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Trumark Companies LLC reported $55,043 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $4,197 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 rose from 0.25% to 0.32%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other construction employers. By assets it is the 3,603rd-largest of 9,483 plans among California employers on file, and the 2,003rd of 5,337 in construction. In 2024, employees put in $1.97 for every $1.00 the employer contributed; active participation has grown from 172 to 295 since 2022.

Plan summary
Net assets, end of year$20,249,549
Participants with balances288
Active participants295
Employer contributions$1,238,088
Employee contributions$2,439,584
Employer contribution per active participant$4,197
Average account balance$70,311
Benefits paid to participants$1,433,971
Plan auditUnmodified (clean) audit opinion
AuditorCOMYNS,SMITH,MCCLEARY & DEAVER, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$20.2M · 288 accts · $1.2M emplr
2023$13.9M · 233 accts · $882K emplr
2022$9.8M · 174 accts · $731K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$55,043
Total administrative$55,043
The Trumark Companies LLC 401(k) match · 2024
Employer contribution per active participant$4,197
Median for plans this size$2,416
2024$4,197 per active participant
2023$3,268 per active participant
2022$4,252 per active participant

Trumark Companies 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 · 20241
CAPITAL GROUP RETIREMENT PLAN SERVI · Claims processing · Contract administrator$55,042

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

Recordkeeper by year2
2024CAPITAL GROUP RETIREMENT PLAN SERVI
2023CAPITAL GROUP RETIREMENT PLAN SERVI

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Administrative cost history3
2024$55,043 · 0.32%
2023$47,729 · 0.40%
2022$26,103 · 0.25%
Same employer
Similar plansConstruction · California
Vasko Electric, Inc. CA$20.4M · 0.53%
Arizona Pipeline Company CA$20.3M · 0.62%
Baker Electric, Inc. CA$20.3M · 0.69%
Stronghold Engineering Inc. CA$20.0M · 0.44%
Turelk, Inc. CA$19.9M · 0.17%
Able Maintenance, Inc. CA$19.9M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 943240842 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.