Plan Ledger DOL Form 5500 · updated monthly

Andrus Transportation Services I401(k)

ANDRUS TRANSPORTATION SERVICES, INC. 401(K) PLAN · ST GEORGE, UT · plan year 2023

Reported admin expense ratio · 2023
0.70%

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

Andrus Transportation Services I reported $30,841 in plan administrative expenses for 2023: 0.70% of average plan assets, above the peer median. Employer contributions averaged $263 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 0.73% to 0.67%. 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 (617th of 848), and 1,688th of 2,677 in transportation & warehousing. In 2023, employees put in $9.83 for every $1.00 the employer contributed; active participation has shrunk from 298 to 259 since 2022.

Plan summary
Net assets, end of year$4,710,389
Participants with balances399
Active participants259
Employer contributions$68,093
Employee contributions$669,316
Employer contribution per active participant$263
Average account balance$11,805
Benefits paid to participants$593,343
Plan auditUnmodified (clean) audit opinion
AuditorHINTON BURDICK CPA'S AND ADVISOR
Plan history3
Yearassets · accounts · employer contribution
2024$4.6M · 334 accts
2023$4.7M · 399 accts · $68K emplr
2022$4.1M · 437 accts · $391K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$10,115
Investment management$20,726
Total administrative$30,841
The Andrus Transportation Services I 401(k) match · 2023
Employer contribution per active participant$263
Median for plans this size$1,308
2023$263 per active participant
2022$1,314 per active participant

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

Service providers · 20233
WELLS FARGO · Recordkeeping · Trustee$20,726
ADP, INC. · Loan processing · Recordkeeping$10,115
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, Wells Fargo
2023ADP, Wells Fargo

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

Administrative cost history3
2024$31,332 · 0.67%
2023$30,841 · 0.70%
2022$30,674 · 0.73%
Same employer
Similar plansTransportation & Warehousing · Utah
Utah Tank & Trailer, LLC UT$4.0M · 0.48%
D & a McRae, Inc. UT$3.9M · 1.05%
Brady Trucking Inc UT$3.4M · 0.75%

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Source: U.S. Department of Labor, Form 5500 series, EIN 870459028 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.