Plan Ledger DOL Form 5500 · updated monthly

Allegiance Trucks North America, LLC401(k)

ALLEGIANCE TRUCKS NORTH AMERIC 401(K) PROFIT SHARING PLAN & TRUST · LEWISVILLE, TX · plan year 2024

Reported admin expense ratio · 2024
0.63%

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

Allegiance Trucks North America, LLC reported $231,153 in plan administrative expenses for 2024: 0.63% of average plan assets, higher than ~75% of peers. Employer contributions averaged $970 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 rose from 0.46% to 0.63%. 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 1,257th-largest of 5,688 plans among Texas employers on file, and the 451st of 2,677 in transportation & warehousing. In 2024, employees put in $3.55 for every $1.00 the employer contributed; active participation has grown from 691 to 1,022 since 2022.

Plan summary
Net assets, end of year$39,373,249
Participants with balances828
Active participants1,022
Employer contributions$991,594
Employee contributions$3,519,287
Employer contribution per active participant$970
Average account balance$47,552
Benefits paid to participants$4,100,657
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$39.4M · 828 accts · $992K emplr
2023$34.4M · 877 accts · $988K emplr
2022$15.0M · 861 accts · $573K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$84,577
Audit (IQPA)$8,925
Total administrative$231,153
The Allegiance Trucks North America, LLC 401(k) match · 2024
Employer contribution per active participant$970
Median for plans this size$2,416
2024$970 per active participant
2023$923 per active participant
2022$829 per active participant

Allegiance Trucks North America, LLC's 2024 employer contribution ran below the $2,416 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
T ROWE PRICE RPS INC · Recordkeeping · Trustee$84,577
FIDUCIENT ADVISORS · Consulting$80,100
FORVIS MAZARS, LLP · Accounting / audit$8,925

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

Recordkeeper by year2
2024T. Rowe Price
2023Paychex, T. Rowe Price

This plan has changed recordkeepers within these filings. If you left Allegiance Trucks North America, 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$231,153 · 0.63%
2023$107,909 · 0.44%
2022$58,344 · 0.46%
Same employer
Similar plansTransportation & Warehousing · Texas
Lbc Houston L.P. TX$50.9M · 0.48%
Omni Logistics, LLC TX$50.6M · 0.42%
Mv Transportation, Inc. TX$41.2M · 0.70%
Trimac Transportation Inc. TX$39.2M · 0.22%
South Bow USA Services Inc. TX$38.3M · 0.06%
Advario North America LLC TX$38.1M · 0.25%
Mode Transportation, LLC TX$35.3M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 854127130 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.