Plan Ledger DOL Form 5500 · updated monthly

A & M Transport, LLC401(k)

A & M TRANSPORT, LLC EMPLOYEE SAVINGS PLAN · GLENDALE, OR · plan year 2024

Reported admin expense ratio · 2024
0.77%

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

A & M Transport, LLC reported $44,382 in plan administrative expenses for 2024: 0.77% of average plan assets, above the peer median. Employer contributions averaged $537 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 3 years on file its reported administrative ratio has held roughly steady near 0.77%. 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 Oregon (700th of 1,021), and 1,494th of 2,677 in transportation & warehousing. In 2024, employees put in $6.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,168,674
Participants with balances153
Active participants130
Employer contributions$69,843
Employee contributions$481,180
Employer contribution per active participant$537
Average account balance$40,318
Benefits paid to participants$315,843
Plan auditUnmodified (clean) audit opinion
AuditorKERNUTT STOKES LLP
Plan history3
Yearassets · accounts · employer contribution
2024$6.2M · 153 accts · $70K emplr
2023$5.4M · 151 accts · $75K emplr
2022$4.7M · 135 accts · $70K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$21,058
Investment management$19,474
Total administrative$44,382
The A & M Transport, LLC 401(k) match · 2024
Employer contribution per active participant$537
Median for plans this size$1,313
2024$537 per active participant
2023$573 per active participant
2022$558 per active participant

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

Service providers · 20243
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$21,058
ZUNA, LLC · Investment advisory (participants)$19,474
PRIME PENSIONS NORTHWEST LLC · Other services$3,850

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

Recordkeeper by year2
2024The Standard
2023John Hancock, The Standard

This plan has changed recordkeepers within these filings. If you left A & M Transport, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$44,382 · 0.77%
2023$27,527 · 0.55%
2022$41,767 · 0.78%
Same employer
Similar plansTransportation & Warehousing · Oregon
Jubitz Corporation OR$10.2M · 0.22%
Tire Factory, Inc. OR$8.1M · 0.33%
Sutton Trucking LLC OR$6.0M · 0.54%
Market Express, LLC OR$6.0M · 0.58%
Western Heavy Haul, Inc. OR$4.7M · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 823486465 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.