Plan Ledger DOL Form 5500 · updated monthly

Twd Associates, Inc.401(k)

TWD & ASSOCIATES, INC. 401(K) PLAN · ALEXANDRIA, VA · plan year 2023

Reported admin expense ratio · 2023
0.31%

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

Twd Associates, Inc. reported $47,184 in plan administrative expenses for 2023: 0.31% of average plan assets, above the peer median. Employer contributions averaged $4,418 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 fell from 0.32% to 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Virginia (1,141st of 2,266), and 6,350th of 11,654 in professional & technical services. In 2023, employees put in $1.87 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$15,964,516
Participants with balances182
Active participants63
Employer contributions$278,322
Employee contributions$520,319
Employer contribution per active participant$4,418
Average account balance$87,717
Benefits paid to participants$1,677,556
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.8M · 154 accts · $172K emplr
2023$16.0M · 182 accts · $278K emplr
2022$14.6M · 184 accts · $239K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$42,888
Investment management$4,296
Total administrative$47,184
The Twd Associates, Inc. 401(k) match · 2023
Employer contribution per active participant$4,418
Median for plans this size$2,440
2024$2,642 per active participant
2023$4,418 per active participant
2022$3,793 per active participant

Twd Associates, Inc.'s 2023 employer contribution ran above the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$42,831

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$42,717 · 0.27%
2023$47,184 · 0.31%
2022$51,996 · 0.32%
Similar plansProfessional & Technical Services · Virginia
Citizant, Inc. VA$16.1M · 0.54%
Directviz Solutions LLC VA$15.9M · 0.58%
Hurt & Proffitt, Inc. VA$15.9M · 0.31%
Worldvu Development LLC VA$15.7M · 0.26%

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Source: U.S. Department of Labor, Form 5500 series, EIN 541637078 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.