Plan Ledger DOL Form 5500 · updated monthly

American Logistics, LLC401(k)

AMERICAN LOGISTICS & AFFILIATES 401(K) PLAN · SAINT GEORGE, UT · plan year 2023

Reported admin expense ratio · 2023
0.65%

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

American Logistics, LLC reported $13,141 in plan administrative expenses for 2023: 0.65% of average plan assets, above the peer median. Employer contributions averaged $946 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 has held roughly steady near 0.65%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Utah (727th of 848), and 2,039th of 2,677 in transportation & warehousing. In 2023, employees put in $1.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$2,403,727
Participants with balances79
Active participants210
Employer contributions$198,704
Employee contributions$302,298
Employer contribution per active participant$946
Average account balance$30,427
Benefits paid to participants$66,476
Plan auditQualified audit opinion
AuditorMOSS ADAMS
Plan history2
Yearassets · accounts · employer contribution
2023$2.4M · 79 accts · $199K emplr
2022$1.7M · 70 accts · $177K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$13,141
Total administrative$13,141
The American Logistics, LLC 401(k) match · 2023
Employer contribution per active participant$946
Median for plans this size$1,308
2023$946 per active participant
2022$876 per active participant

American Logistics, LLC's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$13,141
SAN DIEGO ASSOCIATES INC · Other servicesindirect comp

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

Administrative cost history2
2023$13,141 · 0.65%
2022$11,674 · 0.67%
Same employer
Similar plansTransportation & Warehousing · Utah
Global Access, LLC UT$3.4M · 0.84%
Alpha Transport, Inc. UT$3.1M · 0.99%
Smhg Management, LLC UT$1.6M · 0.87%
LUMIN8 Holdings, LLC UT$1.5M · 1.18%
Soar Transportation Group UT$1.3M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204583766 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.