Plan Ledger DOL Form 5500 · updated monthly

American Trailer Rental Group LLC401(k)

AMERICAN TRAILER RENTAL GROUP 401K SAVINGS PLAN · WALTON, KY · plan year 2024

Reported admin expense ratio · 2024
0.82%

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

American Trailer Rental Group LLC reported $32,449 in plan administrative expenses for 2024: 0.82% of average plan assets, above the peer median. Employer contributions averaged $2,211 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 $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Kentucky (655th of 871), and 1,698th of 2,677 in transportation & warehousing. In 2024, employees put in $2.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,662,413
Participants with balances150
Active participants170
Employer contributions$375,927
Employee contributions$790,005
Employer contribution per active participant$2,211
Average account balance$31,083
Benefits paid to participants$460,391
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$19,910
Investment management$1,956
Total administrative$32,449
The American Trailer Rental Group LLC 401(k) match · 2024
Employer contribution per active participant$2,211
Median for plans this size$1,313

American Trailer Rental Group LLC's 2024 employer contribution ran above the $1,313 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$19,910
ROCCO MANCINI · Investment advisory (plan)$10,583

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$32,449 · 0.82%
Similar plansTransportation & Warehousing · Kentucky
Valiant Management, LLC KY$4.9M · 0.10%
Bray Trucking, Inc. KY$4.8M · 0.66%
Road & Rail Services LLC KY$4.3M · 0.03%
Sterett Companies, LLC KY$4.1M · 0.89%
Mr P. Express KY$3.4M · 0.67%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 821101918 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.