401k Record

Employers › Trailer Bridge

Trailer Bridge 401(k)

Recordkeeping fees per participant · Trailer Bridge, Incorporated Retirement Savings Plan · plan year 2024

$158.45

Higher than 81% of the 7,477 plans $1 to 10M that report it.

Source

= $46,268 / 292
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014085923NAL0005183410001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014085923NAL0005183410001, received 2025-10-14

10th: $11.10median $71.5290th: $209.21

Percentiles compare this plan with the Schedule H plans $1 to 10M 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 2025-10-14.

Cost and contributions

Administrative expenses excluding investment management, per participant

$188.13

10th: $13.66median $103.3390th: $302.77

Higher than 75% of the 14,713 plans $1 to 10M that report it.

Source

= $54,933 / 292
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014085923NAL0005183410001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014085923NAL0005183410001, received 2025-10-14

Administrative expenses per participant

$189.86

10th: $19.42median $150.2790th: $370.75

Higher than 60% of the 15,210 plans $1 to 10M that report it.

Source

= $55,438 / 292
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014085923NAL0005183410001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014085923NAL0005183410001, received 2025-10-14

Administrative expenses as a share of assets

0.649%

10th: 0.069%median 0.519%90th: 1.146%

Higher than 63% of the 15,243 plans $1 to 10M that report it.

Source

= $55,438 / $8,541,225
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014085923NAL0005183410001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014085923NAL0005183410001, received 2025-10-14

Employer contributions per participant

$1,957

10th: $357median $1,32390th: $2,861

Higher than 72% of the 13,342 plans $1 to 10M that report it.

Source

= $571,446 / 292
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014085923NAL0005183410001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014085923NAL0005183410001, received 2025-10-14

Employer share of total contributions

32.8%

10th: 11.9%median 28.9%90th: 43.6%

Higher than 64% of the 13,370 plans $1 to 10M that report it.

Source

= $571,446 / $1,743,840
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014085923NAL0005183410001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014085923NAL0005183410001, received 2025-10-14

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

Plan terms are described in Trailer Bridge, Inc.'s SEC filings: Form 10-K filed 2011-03-31. No term could be quoted from them with the required precision.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014085923NAL0005183410001, received 2025-10-14

Full record, Trailer Bridge, Incorporated Retirement Savings Plan

FieldValueSource
Plan sponsorTRAILER BRIDGE, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014085923NAL0005183410001, received 2025-10-14
Plan nameTRAILER BRIDGE, INCORPORATED RETIREMENT SAVINGS PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20251014085923NAL0005183410001, received 2025-10-14
Sponsor EIN / plan number13-3617986 / 004Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014085923NAL0005183410001, received 2025-10-14
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014085923NAL0005183410001, received 2025-10-14
Sponsor locationJACKSONVILLE, FLForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014085923NAL0005183410001, received 2025-10-14
Industry (business code)483000, Transportation and warehousingForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014085923NAL0005183410001, received 2025-10-14
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014085923NAL0005183410001, received 2025-10-14
Filing received2025-10-14Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014085923NAL0005183410001, received 2025-10-14
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014085923NAL0005183410001, received 2025-10-14
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251014085923NAL0005183410001, received 2025-10-14
Participants, beginning of year331Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014085923NAL0005183410001, received 2025-10-14
Active participants241Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014085923NAL0005183410001, received 2025-10-14
Participants, end of year321Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014085923NAL0005183410001, received 2025-10-14
Participants with an account balance292Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014085923NAL0005183410001, received 2025-10-14
Total assets, beginning of year$7,354,508Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014085923NAL0005183410001, received 2025-10-14
Total assets, end of year$8,541,225Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014085923NAL0005183410001, received 2025-10-14
Net assets, end of year$8,541,225Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014085923NAL0005183410001, received 2025-10-14
Total income$2,868,372Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014085923NAL0005183410001, received 2025-10-14
Net income$1,186,717Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014085923NAL0005183410001, received 2025-10-14
Employer contributions$571,446Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014085923NAL0005183410001, received 2025-10-14
Participant contributions$1,147,614Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014085923NAL0005183410001, received 2025-10-14
Other contributions (incl. rollovers)$24,780Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014085923NAL0005183410001, received 2025-10-14
Total contributions$1,743,840Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014085923NAL0005183410001, received 2025-10-14
Benefit payments$1,614,193Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014085923NAL0005183410001, received 2025-10-14
Total expenses (incl. benefit payments)$1,681,655Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014085923NAL0005183410001, received 2025-10-14
Total administrative expenses$55,438Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014085923NAL0005183410001, received 2025-10-14
Contract administrator fees$8,665Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251014085923NAL0005183410001, received 2025-10-14
Recordkeeping fees$46,268Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014085923NAL0005183410001, received 2025-10-14
Investment advisory and management fees$505Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251014085923NAL0005183410001, received 2025-10-14
Administrative expenses excluding investment management$54,933derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014085923NAL0005183410001, received 2025-10-14
Held in mutual funds$8,149,508Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014085923NAL0005183410001, received 2025-10-14
Independent auditorPIVOT CPASSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014085923NAL0005183410001, received 2025-10-14

Position = column in the DOL layout for form year 2024. Filing 20251014085923NAL0005183410001, received 2025-10-14.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
EMPOWER ANNUITY INSURANCE COMPANY OrecordkeeperRECORDKEEPER 64 Recordkeeping fees $44,182yes
RETIREMENT SOLUTIONS SPECIALISTSCONTRACT ADMIN 13 Contract administrator $8,665yes
KESTRA ADVISORY SERVICESBROKER/ADVISOR 55 Other commissions $0yes

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 20251014085923NAL0005183410001, received 2025-10-14.

What changed since the 2023 plan year

Figure20232024Change
Total assets$7,354,508$8,541,22516.1%
Participants with a balance2832923.2%
Administrative expenses$44,406$55,43824.8%
Recordkeeping fees per participantnot reported$158.45
Employer contributions$534,434$571,4466.9%

Prior filing 20250109214915NAL0007372467001, received 2025-01-09; the plan years are contiguous.

Alerts, claims and corrections

Alert me when this filing changes

One email when a new Form 5500 for Trailer Bridge, Incorporated Retirement Savings Plan appears in the Department of Labor data. Confirmation link first; unsubscribe link in every email.

Claim this plan

For the sponsor or its plan administrator: request to verify or annotate this page. A work email address at the sponsor speeds up verification.

Report a correction

Every figure is reproduced from the filing with its source. Tell us which figure and what the filing says instead.

Sponsor name as filed: TRAILER BRIDGE, INC.; SEC registrant: TRAILER BRIDGE INC (CIK 1039184, matched by EIN).