Plan Ledger DOL Form 5500 · updated monthly

Tunnell Companies, LP401(k)

TUNNELL COMPANIES, L.P. 401(K) PROFIT SHARING PLAN · LONG NECK, DE · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Tunnell Companies, LP reported $112,553 in plan administrative expenses for 2024: 0.54% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,613 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 3 years on file its reported administrative ratio has held roughly steady near 0.54%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 89th-largest of 242 plans among Delaware employers on file, and the 618th of 2,096 in real estate & leasing. In 2024, employees put in $1.33 for every $1.00 the employer contributed; active participation has grown from 198 to 232 since 2022.

Plan summary
Net assets, end of year$21,860,337
Participants with balances352
Active participants232
Employer contributions$838,275
Employee contributions$1,112,528
Employer contribution per active participant$3,613
Average account balance$62,103
Benefits paid to participants$1,809,310
Plan auditUnmodified (clean) audit opinion
AuditorJEFFERSON URIAN DOANE & STERNER, PA
Plan history3
Yearassets · accounts · employer contribution
2024$21.9M · 352 accts · $838K emplr
2023$19.7M · 324 accts · $770K emplr
2022$16.1M · 294 accts · $700K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$41,866
Investment management$19,397
Audit (IQPA)$20,450
Total administrative$112,553
The Tunnell Companies, LP 401(k) match · 2024
Employer contribution per active participant$3,613
Median for plans this size$2,416
2024$3,613 per active participant
2023$3,483 per active participant
2022$3,535 per active participant

Tunnell Companies, LP's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
FIDELITY INVESTMENTS INST OPERATION · Loan processing$49,375
ADKADIOS WEALTH ADVISORS · Investment advisory (participants)$23,332
JEFFERSON URIAN DOANE & STERNER, PA · Accounting / audit$20,450
OSAIC FA INC · Investment advisory (plan)$19,397

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

Administrative cost history3
2024$112,553 · 0.54%
2023$114,503 · 0.64%
2022$97,252 · 0.57%
Similar plansReal Estate & Leasing · Delaware
Percheron Holdings, LLC TX$21.9M · 0.47%
Marsden Services, L.L.C. MN$21.9M · 0.60%
Ch Employment Services, LLC FL$21.9M · 0.41%
Tm Holdings, Inc. KS$21.9M · 0.71%
Davenport Realty Trust MA$21.8M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 510262321 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.