Plan Ledger DOL Form 5500 · updated monthly

A&A Trucking, Inc.401(k)

A&A TRUCKING, INC. / GENERAL MATERIALS INC. 401(K) PLAN · OKLAHOMA CITY, OK · plan year 2024

Reported admin expense ratio · 2024
1.63%

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

A&A Trucking, Inc. reported $25,204 in plan administrative expenses for 2024: 1.63% of average plan assets, higher than ~90% of peers. Employer contributions averaged $960 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.

Across the 1 year on file its reported administrative ratio rose from 0.09% to 1.63%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Oklahoma (656th of 724), and 2,182nd of 2,677 in transportation & warehousing. In 2024, employees put in $1.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,640,894
Participants with balances84
Active participants109
Employer contributions$104,627
Employee contributions$179,244
Employer contribution per active participant$960
Average account balance$19,534
Benefits paid to participants$241,652
Plan auditUnmodified (clean) audit opinion
AuditorROSE ROCK CPAS, PLLC
Plan history2
Yearassets · accounts · employer contribution
2024$1.6M · 84 accts · $105K emplr
2023$1.4M · 102 accts · $61K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,330
Investment management$5,874
Total administrative$25,204
The A&A Trucking, Inc. 401(k) match · 2024
Employer contribution per active participant$960
Median for plans this size$1,313
2024$960 per active participant
2023$496 per active participant

A&A Trucking, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$19,330
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants)$5,690

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$25,204 · 1.63%
2023$1,317 · 0.09%
Similar plansTransportation & Warehousing · Oklahoma
Western Flyer Express LLC OK$3.0M · 1.07%
Acord Companies OK$2.6M · 0.01%
Tvc Pro-Driver, Inc. OK$2.5M · 0.55%
Miller Truck Lines, LLC OK$1.9M · 1.05%
Driven Force Inc OK$1.2M · 0.46%
Cp Energy Services, Inc. OK$1.1M · 1.26%
Ktb Transport Inc OK$205K · 2.15%
Straightaway Delivery LLC OK$151K · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731297122 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.