Plan Ledger DOL Form 5500 · updated monthly

All Aboard America! Holdings, Inc.401(k)

ALL ABOARD AMERICA! HOLDINGS, INC. 401(K) PLAN · LAKEWOOD, CO · plan year 2024

Reported admin expense ratio · 2024
0.62%

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

All Aboard America! Holdings, Inc. reported $188,633 in plan administrative expenses for 2024: 0.62% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,641 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 2 years on file its reported administrative ratio fell from 0.74% to 0.62%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 348th-largest of 1,461 plans among Colorado employers on file, and the 520th of 2,677 in transportation & warehousing. In 2024, the employer put in $1.10 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$33,223,523
Participants with balances943
Active participants1,437
Employer contributions$3,794,941
Employee contributions$3,449,886
Employer contribution per active participant$2,641
Average account balance$35,232
Benefits paid to participants$4,663,004
Plan auditUnmodified (clean) audit opinion
AuditorFARMER, FUQUA, & HUFF P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$33.2M · 943 accts · $3.8M emplr
2023$27.1M · 898 accts · $3.8M emplr
2022$20.5M · 840 accts · $3.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$105,150
Investment management$83,483
Total administrative$188,633
The All Aboard America! Holdings, Inc. 401(k) match · 2024
Employer contribution per active participant$2,641
Median for plans this size$2,416
2024$2,641 per active participant
2023$2,645 per active participant
2022$2,301 per active participant

All Aboard America! Holdings, Inc.'s 2024 employer contribution ran above the $2,416 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 · 20243
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$52,317
EMPOWER ADVISORY GROUP, LLC · Investment management$31,166

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

Administrative cost history3
2024$188,633 · 0.62%
2023$147,911 · 0.62%
2022$150,720 · 0.74%
Same employer
Similar plansTransportation & Warehousing · Colorado
Tlp Management Services LLC CO$79.8M · 0.09%
Graebel Companies, Inc. CO$57.8M · 0.53%
Windigo Logistics CO$15.7M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 454535135 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.