Plan Ledger DOL Form 5500 · updated monthly

A&A Transfer, LLC401(k)

A&A TRANSFER, LLC 401(K) PLAN · CHANTILLY, VA · plan year 2022

Reported admin expense ratio · 2022
0.74%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

A&A Transfer, LLC reported $26,064 in plan administrative expenses for 2022: 0.74% of average plan assets, above the peer median. Employer contributions averaged $4,800 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Virginia (1,930th of 2,266), and 1,809th of 2,677 in transportation & warehousing. In 2022, employees put in $1.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,808,162
Participants with balances128
Active participants112
Employer contributions$537,633
Employee contributions$689,951
Employer contribution per active participant$4,800
Average account balance$29,751
Benefits paid to participants$159,525
Plan auditUnmodified (clean) audit opinion
AuditorDELAP LLP
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$3.8M · 128 accts · $538K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$9,916
Investment management$16,148
Total administrative$26,064
The A&A Transfer, LLC 401(k) match · 2022
Employer contribution per active participant$4,800
Median for plans this size$1,114

A&A Transfer, LLC's 2022 employer contribution ran above the $1,114 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$26,064 · 0.74%
Similar plansTransportation & Warehousing · Virginia
Fleetmaster Express, Inc. VA$5.2M · 0.29%
Thompson Trucking, Inc. VA$5.1M · 1.01%
Faneuil, Inc. VA$5.1M · 0.83%
Groome Holdings, LLC VA$3.5M · 0.13%
Groome Holdings, LLC VA$2.7M · 0.05%
Direct Services, Inc. VA$2.6M · 1.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540903231 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.