Plan Ledger DOL Form 5500 · updated monthly

Trustarc, Inc.401(k)

TRUSTARC 401(K) PLAN · WALNUT CREEK, CA · plan year 2024

Reported admin expense ratio · 2024
0.40%

Trustarc, Inc. reported $46,364 in plan administrative expenses for 2024: 0.40% of average plan assets, above the peer median. 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 fell from 0.51% to 0.40%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in California (4,890th of 9,483), and 1,352nd of 2,199 in information & media. active participation has shrunk from 67 to 55 since 2022.

Plan summary
Net assets, end of year$12,426,645
Participants with balances110
Active participants55
Employer contributions—
Employee contributions$809,685
Employer contribution per active participant—
Average account balance$112,970
Benefits paid to participants$439,631
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.4M · 110 accts
2023$10.6M · 109 accts
2022$10.6M · 129 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,523
Investment management$34,436
Trustee / custodial$2,405
Total administrative$46,364
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
FIRST REPUBLIC · Recordkeeping · Trustee$34,436
NEWPORT GROUP, INC.$9,524

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

Recordkeeper by year2
2024FIRST REPUBLIC
2023FIRST REPUBLIC

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Administrative cost history3
2024$46,364 · 0.40%
2023$45,042 · 0.43%
2022$60,955 · 0.51%
Similar plansInformation & Media · California
Iyuno USA Inc. CA$12.6M · 0.48%
Celerium Inc. CA$12.6M · 0.63%
Evalueserve Inc. CA$12.4M · 0.43%
Visual Supply Company CA$12.4M · 0.25%
Tippett Studio, Inc. CA$12.3M · 0.65%
Kentik Technologies, Inc. CA$12.3M · 0.02%
Afresh Technologies Inc CA$12.3M · 0.10%
Rigetti & Co, Inc. CA$11.9M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 262867451 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.