Plan Ledger DOL Form 5500 · updated monthly

A&I Transport, Inc.401(k)

A&I TRANSPORT, INC. RETIREMENT PLAN · WATSONVILLE, CA · plan year 2022

Reported admin expense ratio · 2022
1.90%

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

A&I Transport, Inc. reported $6,712 in plan administrative expenses for 2022: 1.90% of average plan assets, higher than ~75% of peers. Employer contributions averaged $12 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in California (9,142nd of 9,483), and 2,468th of 2,677 in transportation & warehousing. In 2022, employees put in $106.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$394,444
Participants with balances33
Active participants165
Employer contributions$1,977
Employee contributions$210,998
Employer contribution per active participant$12
Average account balance$11,953
Benefits paid to participants$54,858
Plan auditUnmodified (clean) audit opinion
AuditorHARSHWAL & COMPANY LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$750
Investment management$67
Professional / advisory$5,895
Total administrative$6,712
The A&I Transport, Inc. 401(k) match · 2022
Employer contribution per active participant$12
Median for plans this size$331

A&I Transport, Inc.'s 2022 employer contribution ran below the $331 median for plans its size, in the bottom 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 history1
2022$6,712 · 1.90%
Similar plansTransportation & Warehousing · California
Inner City Logistics LLC CA$479K · 0.50%
Jeremiah Phillips, LLC. CA$474K · 0.38%
Ronkar Deliveries LLC CA$394K · 0.50%
Returnmates CA$391K · 0.63%
Fastrucking.com, LLC CA$377K · 0.79%
Amuse Holdings, Inc. CA$367K · 0.83%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 721561512 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.