Plan Ledger DOL Form 5500 · updated monthly

U.S. Telepacific Corp.401(k)

TPX 401(K) PLAN · AUSTIN, TX · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

U.S. Telepacific Corp. reported $59,500 in plan administrative expenses for 2024: 0.07% of average plan assets, below the peer median. 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 fell from 0.11% to 0.07%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other information & media employers. By assets it is the 721st-largest of 5,688 plans among Texas employers on file, and the 352nd of 2,199 in information & media. active participation has shrunk from 940 to 764 since 2022.

Plan summary
Net assets, end of year$85,877,582
Participants with balances1,217
Active participants764
Employer contributions$0
Employee contributions$5,180,199
Employer contribution per active participant$0
Average account balance$70,565
Benefits paid to participants$13,521,553
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$85.9M · 1,217 accts
2023$82.0M · 1,337 accts · $451K emplr
2022$70.5M · 1,454 accts · $658K emplr
Administrative expenses, itemized · 2024
Investment management$59,500
Total administrative$59,500
The U.S. Telepacific Corp. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$3,635
2023$547 per active participant
2022$700 per active participant

U.S. Telepacific Corp.'s 2024 employer contribution ran below the $3,635 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 · 20242
CAPFINANCIAL PARTNERS LLC DBA CAPTR · Investment advisory (plan)$45,000
MILLER, KAPLAN, ARASE LLP · Accounting / audit · Investment advisory (plan)$14,500

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$59,500 · 0.07%
2023$58,000 · 0.08%
2022$84,507 · 0.11%
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 954593876 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.