Plan Ledger DOL Form 5500 · updated monthly

Anderson Trucking Service, Inc.401(k)

ANDERSON TRUCKING SERVICE, INC. PROFIT SHARING AND 401(K) PLAN · ST. CLOUD, MN · plan year 2025

Reported admin expense ratio · 2025
0.33%

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

Anderson Trucking Service, Inc. reported $339,622 in plan administrative expenses for 2025: 0.33% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,580 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 3 years on file its reported administrative ratio fell from 0.35% to 0.33%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 257th-largest of 1,918 plans among Minnesota employers on file, and the 222nd of 2,677 in transportation & warehousing. In 2025, employees put in $2.48 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$110,698,006
Participants with balances2,188
Active participants1,493
Employer contributions$2,358,838
Employee contributions$5,843,177
Employer contribution per active participant$1,580
Average account balance$50,593
Benefits paid to participants$9,006,640
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$110.7M · 2,188 accts · $2.4M emplr
2024$96.9M · 2,098 accts · $2.0M emplr
2023$86.3M · 2,303 accts · $2.2M emplr
2022$74.0M · 2,138 accts · $2.4M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$255,412
Investment management$63,930
Audit (IQPA)$20,280
Total administrative$339,622
The Anderson Trucking Service, Inc. 401(k) match · 2025
Employer contribution per active participant$1,580
Median for plans this size$4,093
2025$1,580 per active participant
2024$1,367 per active participant
2023$1,646 per active participant
2022$1,727 per active participant

Anderson Trucking Service, Inc.'s 2025 employer contribution ran below the $4,093 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
MILLIMAN INC. · Recordkeeping · Loan processing$255,412
ADVANCED CAPITAL GROUP, INC. · Investment advisory (plan)$63,930
GRANT THORNTON LLP · Accounting / audit$20,280

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

Recordkeeper by year3
2025Milliman
2024Milliman
2023Milliman

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$339,622 · 0.33%
2024$322,027 · 0.35%
2023$306,025 · 0.38%
2022$280,383 · 0.35%
Same employer
Similar plansTransportation & Warehousing · Minnesota
Soo Line Railroad Company MN$536.5M · 0.21%
Sun Country, Inc. MN$246.8M · 0.11%
Loram MN$167.8M · 0.12%
Koch Services, Inc. MN$63.8M · 0.18%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 410750435 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.