Plan Ledger DOL Form 5500 · updated monthly

Alpha Zulu Transportation LLC401(k)

ALPHA ZULU TRANSPORTATION, LLC 401(K) PLAN · GOODYEAR, AZ · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Alpha Zulu Transportation LLC reported $1,071 in plan administrative expenses for 2024: 0.45% of average plan assets, lower than ~75% of peers. Employer contributions averaged $663 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 0.16% to 0.45%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Arizona (1,237th of 1,285), and 2,500th of 2,677 in transportation & warehousing. In 2024, employees put in $2.09 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$332,444
Participants with balances173
Active participants94
Employer contributions$62,318
Employee contributions$129,986
Employer contribution per active participant$663
Average account balance$1,922
Benefits paid to participants$28,095
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$332K · 173 accts · $62K emplr
2023$143K · 104 accts · $48K emplr
Administrative expenses, itemized · 2024
Investment management$1,071
Total administrative$1,071
The Alpha Zulu Transportation LLC 401(k) match · 2024
Employer contribution per active participant$663
Median for plans this size$540
2024$663 per active participant
2023$536 per active participant

Alpha Zulu Transportation LLC's 2024 employer contribution ran above the $540 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.

Administrative cost history2
2024$1,071 · 0.45%
2023$227 · 0.16%
Similar plansTransportation & Warehousing · Arizona
New Legend, Inc. AZ$1.3M · 1.42%
Otto Trucking, Inc. AZ$835K · 0.61%
Robot-O Logistics LLC AZ$554K · 0.45%
Pro Delivery LLC AZ$410K · 0.47%
Ss Legacy Logistics, LLC AZ$165K · 0.45%
Coyoaz Deliveries, LLC AZ$131K · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 850525024 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.