Plan Ledger DOL Form 5500 · updated monthly

Amerifleet Transportation, Inc.401(k)

ACERTUS 401(K) PLAN · ST. LOUIS, MO · plan year 2024

Reported admin expense ratio · 2024
0.66%

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

Amerifleet Transportation, Inc. reported $102,055 in plan administrative expenses for 2024: 0.66% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,296 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 fell from 0.74% to 0.66%. 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 641st-largest of 1,393 plans among Missouri employers on file, and the 796th of 2,677 in transportation & warehousing. In 2024, employees put in $1.83 for every $1.00 the employer contributed; active participation has grown from 663 to 1,183 since 2022.

Plan summary
Net assets, end of year$18,050,281
Participants with balances967
Active participants1,183
Employer contributions$1,532,827
Employee contributions$2,798,043
Employer contribution per active participant$1,296
Average account balance$18,666
Benefits paid to participants$2,039,242
Plan auditUnmodified (clean) audit opinion
AuditorAPRIO LLP
Plan history3
Yearassets · accounts · employer contribution
2024$18.1M · 967 accts · $1.5M emplr
2023$12.7M · 629 accts · $942K emplr
2022$8.8M · 361 accts · $841K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$84,361
Investment management$17,694
Total administrative$102,055
The Amerifleet Transportation, Inc. 401(k) match · 2024
Employer contribution per active participant$1,296
Median for plans this size$2,416
2024$1,296 per active participant
2023$1,067 per active participant
2022$1,268 per active participant

Amerifleet Transportation, Inc.'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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$84,361
CBIZ INVESTMENT ADVISORY SERVICES · Investment advisory (plan)$17,694

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

Administrative cost history3
2024$102,055 · 0.66%
2023$72,547 · 0.68%
2022$68,041 · 0.74%
Same employer
Similar plansTransportation & Warehousing · Missouri
Tm Pay, Inc. MO$24.7M · 0.40%
Industrial Marketing, Inc. MO$21.3M · 0.44%
Eshipping MO$18.6M · 0.51%
Tvs Scs North America, Inc. MO$13.0M · 0.70%
Tri-National, Inc. MO$11.2M · 0.71%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 582339967 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.