Plan Ledger DOL Form 5500 · updated monthly

Trussworks, Inc.401(k)

TRUSSWORKS, INC. 401(K) PLAN · SAN FRANCISCO, CA · plan year 2024

Reported admin expense ratio · 2024
0.03%

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

Trussworks, Inc. reported $3,960 in plan administrative expenses for 2024: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 0.02% to 0.03%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in California (4,943rd of 9,483), and 7,350th of 11,654 in professional & technical services. active participation has shrunk from 139 to 63 since 2022.

Plan summary
Net assets, end of year$12,147,990
Participants with balances149
Active participants63
Employer contributions$0
Employee contributions$1,140,444
Employer contribution per active participant$0
Average account balance$81,530
Benefits paid to participants$2,472,031
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.1M · 149 accts
2023$11.7M · 177 accts · $628K emplr
2022$8.1M · 176 accts · $583K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,960
Total administrative$3,960
The Trussworks, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$2,416
2023$6,093 per active participant
2022$4,192 per active participant

Trussworks, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$3,960

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$3,960 · 0.03%
2023$3,000 · 0.03%
2022$1,255 · 0.02%
Same employer
Similar plansProfessional & Technical Services · California
Sharethrough USA, Inc. CA$12.3M · 0.42%
Cemtek Systems, Inc. CA$12.3M · 0.05%
Atrium Insight Inc. CA$12.2M · 0.06%
The Barnes Firm Lc CA$12.2M · 0.97%
Inscripta, Inc. CA$12.1M · 0.14%
Visiquate Inc. CA$12.1M · 0.33%
Imply Data, Inc. CA$12.1M · 0.59%

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Source: U.S. Department of Labor, Form 5500 series, EIN 460856023 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.