Retirement plan

TTSI RETIREMENT PLAN

Name: TERRELL TECHNICAL SERVICES, INC. - TTSI RETIREMENT PLAN (2025) Form 5500
Creator: TERRELL TECHNICAL SERVICES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TTSI RETIREMENT PLAN, TERRELL TECHNICAL SERVICES, INC.

TERRELL TECHNICAL SERVICES, INC.EIN 11-3672631Plan #001PY 2025

26675 SUCCESS DRIVE SW - MADISON, AL 35756256-461-9278terrelltsi.comLinkedIn11-50 employeesenvironmental services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$3.7M

+25.1% from 2024

Total participants

+3.1% from 2024

Average account balance

$146,937

+25.1% from 2024

Annual return

18.34%

+3.54 pp from 2024

Benchmarks

See 20,558 peers

Peer group

Industry54 - Professional, Scientific, and Technical Services

Plan typeDefined contribution

Participants25-99

Cohort20,558 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$3.67M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$147K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

92.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$221K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+18.34%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$903

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2J2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$23K

$836 / participant

Other / not subdivided$23K100.0%

% of EOY assets

0.615%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$146,937

$106,749+37.6%

$145,433+1.0%

$82,448+78.2%

Participation rate

70.4%

75.6%-5.3pp

82.1%-11.7pp

68.1%+2.3pp

Annual return

18.34%

27.59%-9.3pp

66.58%-48.2pp

41.64%-23.3pp

Employer contribution / active EE

$2,060

$3,444-40.2%

$4,554-54.8%

$2,551-19.2%

Participant deferral / active EE

$6,109

$6,519-6.3%

$7,897-22.6%

$4,139+47.6%

Admin fee / account holder

$903

$8,390-89.2%

$13,129-93.1%

$7,234-87.5%

TTSI RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TTSI RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion