Retirement plan

TFORCE HOLDINGS USA, INC. 401(K) PLAN

Name: TFORCE HOLDINGS USA, INC. - TFORCE HOLDINGS USA, INC. 401(K) PLAN (2025) Form 5500
Creator: TFORCE HOLDINGS USA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, TFORCE HOLDINGS USA, INC. 401(K) PLAN, TFORCE HOLDINGS USA, INC.

TFORCE HOLDINGS USA, INC.EIN 33-1221977Plan #001PY 2025

14881 QUORUM DR, 700 - DALLAS, TX 75254214-546-4165LinkedIn1-10 employees

Prospect flagsLow participationFailed to transmit contributionsFailed to provide benefitCorrective distributions

How to read this page

Total assets (EOY)

$299.9M

+8.5% from 2024

Total participants

6,465

-9.0% from 2024

Average account balance

$77,070

+15.3% from 2024

Annual return

19.33%

+2.41 pp from 2024

Benchmarks

See 360 peers

Peer group

Industryany (size+type match)

Plan typeDefined contribution

Participants5,000-9,999

Cohort360 peers

Snapshot2025

See peer percentile detail. $4.99 for your first month.

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Analytics

Total assets (EOY)

Plan-year ending balance

$299.88M

Not enough data

1 years with asset history on file

Average account balance

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

$77K

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.

3,891

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.

49.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$23.08M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+19.33%

Not enough data

1 years with return on file

Admin fee / account holder

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

$158

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

1 years with F_SCH_H allocation on file

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Service providers

Top 5 by compensation

Provider	Service type	Compensation
MERCER4 years Filed as: MERCER INVESTMENTS LLC Service code 16 · EIN 36-2668272	Consulting	$285,394
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786	Loan Processing	$211,682
STRATEGIC ADVISORS, INC.9 years Service code 27 · EIN 04-2654524	Advisory (Plan)	$96,501
CLIFTONLARSONALLEN LLP3 years Service code 10 · EIN 41-0746749	Accounting	$13,944
SMITH, GAMBRELL & RUSSELL, LLP2 years Filed as: SMITH GAMBRELL & RUSSELL LLP Service code 29 · EIN 58-0967450	Legal	$8,737

Plan features & details

Pension benefit codes2E2F2G2J2K2T3H2A3D

Plan features

2A
Age/service weighted or new comparability plan
Age/service weighted plan where allocations are based on age service or age and service; or new comparability or similar plan where allocations are based on participant classifications consisting entirely or predominantly of highly compensated employees or the plan provides an additional allocation rate on compensation above a specified threshold that exceeds the permitted disparity limits of Code section 401(l).
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).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

4 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
ComplianceFailed to provide benefit
Form 5500 reported that benefits due were not provided when due.
ComplianceCorrective distributions
Plan reported corrective distributions (failed ADP/ACP testing).

Expense breakdown

Schedule H Part II

Admin total

$616K

$122 / participant

Recordkeeping$212K34.3%
Investment mgmt$97K15.7%
Legal$9K1.4%
Other / not subdivided$299K48.6%

% of EOY assets

0.206%

all-in expense ratio

Categories reported

3 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: CLIFTONLARSONALLENLLP
Auditor EIN: 410746749
Audit fees: $13,944
Opinion code: Unqualified

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Metric

This plan

Peer set

Industry

Size

Avg account balance

$77,070

$117,739-34.5%

$82,389-6.5%

$117,739-34.5%

Participation rate

49.0%

76.6%-27.6pp

69.5%-20.5pp

76.6%-27.6pp

Annual return

19.33%

17.29%+2.0pp

28.67%-9.3pp

17.29%+2.0pp

Employer contribution / active EE

$1,069

$3,746-71.5%

$2,517-57.5%

$3,746-71.5%

Participant deferral / active EE

$3,502

$6,128-42.9%

$4,155-15.7%

$6,128-42.9%

Admin fee / account holder

$158

$112+41.6%

$7,231-97.8%

$112+41.6%

Provider

Service type

Compensation

MERCER4 years

Filed as: MERCER INVESTMENTS LLC

Service code 16 · EIN 36-2668272

Consulting

$285,394

FIDELITY INVESTMENTS INSTITUTIONAL10+ years

Service code 37 · EIN 04-2647786

Loan Processing

$211,682

STRATEGIC ADVISORS, INC.9 years

Service code 27 · EIN 04-2654524

Advisory (Plan)

$96,501

CLIFTONLARSONALLEN LLP3 years

Service code 10 · EIN 41-0746749

Accounting

$13,944

SMITH, GAMBRELL & RUSSELL, LLP2 years

Filed as: SMITH GAMBRELL & RUSSELL LLP

Service code 29 · EIN 58-0967450

Legal

$8,737

TFORCE HOLDINGS USA, INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

TFORCE HOLDINGS USA, INC. 401(K) 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