Plan Ledger DOL Form 5500 · updated monthly

Amax Mobility LLC401(k)

AMAX MOBILITY 401(K) PLAN · NAPPANEE, IN · plan year 2024

Reported admin expense ratio · 2024
0.25%

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

Amax Mobility LLC reported $1,380 in plan administrative expenses for 2024: 0.25% of average plan assets, lower than ~75% of peers. Employer contributions averaged $875 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 1,109 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Indiana (1,520th of 1,562), and 2,405th of 2,677 in transportation & warehousing. In 2024, employees put in $3.26 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$556,298
Participants with balances146
Active participants108
Employer contributions$94,532
Employee contributions$308,398
Employer contribution per active participant$875
Average account balance$3,810
Benefits paid to participants$11,635
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Investment management$1,380
Total administrative$1,380
The Amax Mobility LLC 401(k) match · 2024
Employer contribution per active participant$875
Median for plans this size$540

Amax Mobility 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.

Service providers · 20243
ALLIANT INSURANCE SERVICES, INC.$1,295
ALLIANT RETIREMENT CONSULTING$325

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

Administrative cost history1
2024$1,380 · 0.25%
Similar plansTransportation & Warehousing · Indiana
United Trailers LLC. IN$1.6M · 0.17%
Summitt Trucking, LLC IN$1.4M · 1.09%
Kaser Fleet, LLC IN$1.2M · 0.03%
Circle Logistics, Inc. IN$465K · 2.03%
Crucial Mile Logitics LLC IN$462K · 0.49%
Key Remnant Delivery Inc IN$420K · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 990584322 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.