Employers › Transwestern Commercial Services
Recordkeeping fees per participant · Transwestern 401(k) Plan · plan year 2024
$58.82
Higher than 63% of the 1,697 plans $250M to 1B that report it.
= $147,633 / 2,510
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015082909NAL0008656066001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015082909NAL0008656066001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans $250M to 1B 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 2025-10-15.
Administrative expenses excluding investment management, per participant
$84.03
Higher than 66% of the 2,324 plans $250M to 1B that report it.
= $210,912 / 2,510
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015082909NAL0008656066001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015082909NAL0008656066001, received 2025-10-15
Administrative expenses per participant
$104.04
Higher than 62% of the 2,405 plans $250M to 1B that report it.
= $261,136 / 2,510
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015082909NAL0008656066001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015082909NAL0008656066001, received 2025-10-15
Administrative expenses as a share of assets
0.102%
Higher than 67% of the 2,407 plans $250M to 1B that report it.
= $261,136 / $256,360,968
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015082909NAL0008656066001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015082909NAL0008656066001, received 2025-10-15
Employer contributions per participant
$1,217
Higher than 11% of the 2,457 plans $250M to 1B that report it.
= $3,055,517 / 2,510
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015082909NAL0008656066001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015082909NAL0008656066001, received 2025-10-15
Employer share of total contributions
14.9%
Higher than 7% of the 2,459 plans $250M to 1B that report it.
= $3,055,517 / $20,547,174
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015082909NAL0008656066001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015082909NAL0008656066001, received 2025-10-15
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · 2U · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015082909NAL0008656066001, received 2025-10-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | TRANSWESTERN COMMERCIAL SERVICES LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015082909NAL0008656066001, received 2025-10-15 |
| Plan name | TRANSWESTERN 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015082909NAL0008656066001, received 2025-10-15 |
| Sponsor EIN / plan number | 36-4232023 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015082909NAL0008656066001, received 2025-10-15 |
| Plan type | multiple-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015082909NAL0008656066001, received 2025-10-15 |
| Sponsor location | CHICAGO, IL | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015082909NAL0008656066001, received 2025-10-15 |
| Industry (business code) | 531310, Real estate and rental and leasing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015082909NAL0008656066001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015082909NAL0008656066001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015082909NAL0008656066001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015082909NAL0008656066001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015082909NAL0008656066001, received 2025-10-15 |
| Participants, beginning of year | 2,599 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015082909NAL0008656066001, received 2025-10-15 |
| Active participants | 1,760 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015082909NAL0008656066001, received 2025-10-15 |
| Participants, end of year | 2,608 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015082909NAL0008656066001, received 2025-10-15 |
| Participants with an account balance | 2,510 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015082909NAL0008656066001, received 2025-10-15 |
| Total assets, beginning of year | $228,071,741 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015082909NAL0008656066001, received 2025-10-15 |
| Total assets, end of year | $256,360,968 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015082909NAL0008656066001, received 2025-10-15 |
| Net assets, end of year | $256,360,867 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015082909NAL0008656066001, received 2025-10-15 |
| Total income | $55,642,269 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015082909NAL0008656066001, received 2025-10-15 |
| Net income | $28,289,126 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015082909NAL0008656066001, received 2025-10-15 |
| Employer contributions | $3,055,517 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015082909NAL0008656066001, received 2025-10-15 |
| Participant contributions | $15,988,250 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015082909NAL0008656066001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $1,503,407 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015082909NAL0008656066001, received 2025-10-15 |
| Total contributions | $20,547,174 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015082909NAL0008656066001, received 2025-10-15 |
| Benefit payments | $27,045,543 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015082909NAL0008656066001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $27,353,143 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015082909NAL0008656066001, received 2025-10-15 |
| Total administrative expenses | $261,136 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015082909NAL0008656066001, received 2025-10-15 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251015082909NAL0008656066001, received 2025-10-15 |
| Recordkeeping fees | $147,633 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015082909NAL0008656066001, received 2025-10-15 |
| IQPA audit fees | $25,750 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251015082909NAL0008656066001, received 2025-10-15 |
| Investment advisory and management fees | $50,224 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015082909NAL0008656066001, received 2025-10-15 |
| Administrative expenses excluding investment management | $210,912 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015082909NAL0008656066001, received 2025-10-15 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251015082909NAL0008656066001, received 2025-10-15 |
| Held in common/collective trusts | $109,864,930 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251015082909NAL0008656066001, received 2025-10-15 |
| Held in mutual funds | $138,917,851 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015082909NAL0008656066001, received 2025-10-15 |
| Independent auditor | MITCHELL & TITUS, LL | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015082909NAL0008656066001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015082909NAL0008656066001, received 2025-10-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $147,764 | yes |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $50,224 | no |
| MITCHELL & TITUS, LL | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $25,750 | no |
| MARCADO ASSET MANAGEMENT, LLC | CONSULTANT | 16 Consulting (general) | $22,000 | no |
| HAYNES & BOONE, LLP | CONSULTANT | 16 Consulting (general) | $15,529 | no |
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 20251015082909NAL0008656066001, received 2025-10-15.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $228,071,741 | $256,360,968 | 12.4% |
| Participants with a balance | 2,520 | 2,510 | -0.4% |
| Administrative expenses | $118,661 | $261,136 | 120.1% |
| Recordkeeping fees per participant | not reported | $58.82 | |
| Employer contributions | $2,757,021 | $3,055,517 | 10.8% |
Prior filing 20241011084328NAL0043083314001, received 2024-10-11; the plan years are contiguous.
Sponsor name as filed: TRANSWESTERN COMMERCIAL SERVICES LLC; SEC registrant: Transwestern Commercial Services, L.L.C. (CIK 1727893, matched by EIN).