401k Record

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TraceLink 401(k)

Recordkeeping fees per participant · Tracelink 401(k) Plan · plan year 2024

$50.77

Higher than 36% of the 5,847 plans $50 to 250M that report it.

Source

= $26,197 / 516
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251002124642NAL0000760432001, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002124642NAL0000760432001, received 2025-10-02

10th: $10.22median $69.9190th: $151.08

Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-02.

Cost and contributions

Administrative expenses excluding investment management, per participant

$50.77

10th: $16.21median $93.2090th: $246.84

Higher than 25% of the 8,758 plans $50 to 250M that report it.

Source

= $26,197 / 516
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251002124642NAL0000760432001, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002124642NAL0000760432001, received 2025-10-02

Administrative expenses per participant

$107.22

10th: $29.39median $132.8490th: $350.58

Higher than 39% of the 9,042 plans $50 to 250M that report it.

Source

= $55,328 / 516
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251002124642NAL0000760432001, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002124642NAL0000760432001, received 2025-10-02

Administrative expenses as a share of assets

0.093%

10th: 0.022%median 0.136%90th: 0.326%

Higher than 35% of the 9,049 plans $50 to 250M that report it.

Source

= $55,328 / $59,575,297
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251002124642NAL0000760432001, received 2025-10-02
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251002124642NAL0000760432001, received 2025-10-02

Employer contributions per participant

$3,246

10th: $965median $2,73890th: $8,164

Higher than 59% of the 9,105 plans $50 to 250M that report it.

Source

= $1,675,146 / 516
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251002124642NAL0000760432001, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002124642NAL0000760432001, received 2025-10-02

Employer share of total contributions

19.4%

10th: 15.6%median 29.5%90th: 50.6%

Higher than 17% of the 9,112 plans $50 to 250M that report it.

Source

= $1,675,146 / $8,654,352
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251002124642NAL0000760432001, received 2025-10-02
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251002124642NAL0000760432001, received 2025-10-02

Plan terms, as stated in TraceLink, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2E profit-sharing · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251002124642NAL0000760432001, received 2025-10-02

Full record, Tracelink 401(k) Plan

FieldValueSource
Plan sponsorTRACELINK, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251002124642NAL0000760432001, received 2025-10-02
Plan nameTRACELINK 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251002124642NAL0000760432001, received 2025-10-02
Sponsor EIN / plan number80-0451564 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251002124642NAL0000760432001, received 2025-10-02
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251002124642NAL0000760432001, received 2025-10-02
Sponsor locationWILMINGTON, MAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251002124642NAL0000760432001, received 2025-10-02
Industry (business code)541990, Professional, scientific, and technical servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251002124642NAL0000760432001, received 2025-10-02
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251002124642NAL0000760432001, received 2025-10-02
Filing received2025-10-02Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251002124642NAL0000760432001, received 2025-10-02
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251002124642NAL0000760432001, received 2025-10-02
Amended filingyesForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251002124642NAL0000760432001, received 2025-10-02
Participants, beginning of year497Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251002124642NAL0000760432001, received 2025-10-02
Active participants349Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251002124642NAL0000760432001, received 2025-10-02
Participants, end of year520Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251002124642NAL0000760432001, received 2025-10-02
Participants with an account balance516Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002124642NAL0000760432001, received 2025-10-02
Total assets, beginning of year$48,023,825Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251002124642NAL0000760432001, received 2025-10-02
Total assets, end of year$59,575,297Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251002124642NAL0000760432001, received 2025-10-02
Net assets, end of year$59,575,297Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251002124642NAL0000760432001, received 2025-10-02
Total income$16,143,513Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251002124642NAL0000760432001, received 2025-10-02
Net income$11,551,472Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251002124642NAL0000760432001, received 2025-10-02
Employer contributions$1,675,146Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251002124642NAL0000760432001, received 2025-10-02
Participant contributions$5,437,604Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251002124642NAL0000760432001, received 2025-10-02
Other contributions (incl. rollovers)$1,541,602Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251002124642NAL0000760432001, received 2025-10-02
Total contributions$8,654,352Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251002124642NAL0000760432001, received 2025-10-02
Benefit payments$4,536,713Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251002124642NAL0000760432001, received 2025-10-02
Total expenses (incl. benefit payments)$4,592,041Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251002124642NAL0000760432001, received 2025-10-02
Total administrative expenses$55,328Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251002124642NAL0000760432001, received 2025-10-02
Contract administrator fees$0Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251002124642NAL0000760432001, received 2025-10-02
Recordkeeping fees$26,197Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251002124642NAL0000760432001, received 2025-10-02
IQPA audit fees$0Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251002124642NAL0000760432001, received 2025-10-02
Investment advisory and management fees$29,131Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251002124642NAL0000760432001, received 2025-10-02
Administrative expenses excluding investment management$26,197derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251002124642NAL0000760432001, received 2025-10-02
Held in master trusts$0Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251002124642NAL0000760432001, received 2025-10-02
Held in common/collective trusts$30,913,054Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251002124642NAL0000760432001, received 2025-10-02
Held in mutual funds$28,285,513Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251002124642NAL0000760432001, received 2025-10-02
Independent auditorBRITT & COMPANY CPA LLCSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251002124642NAL0000760432001, received 2025-10-02

Position = column in the DOL layout for form year 2024. Filing 20251002124642NAL0000760432001, received 2025-10-02.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
UBS FINANCIAL SERVICES INCADVISOR 27 Investment advisory (plan) $29,131no
FIDELITY INVESTMENTS INSTITUTIONALrecordkeeperRECORDKEEPER 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees $26,197yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251002124642NAL0000760432001, received 2025-10-02.

What changed since the 2023 plan year

Figure20232024Change
Total assets$48,023,825$59,575,29724.1%
Participants with a balance4885165.7%
Administrative expenses$51,005$55,3288.5%
Recordkeeping fees per participant$48.42$50.774.8%
Employer contributions$1,719,980$1,675,146-2.6%

Prior filing 20240827122038NAL0019706480001, received 2024-08-27; the plan years are contiguous.

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Sponsor name as filed: TRACELINK, INC.; SEC registrant: TraceLink, Inc. (CIK 1558937, matched by EIN).