Plan Ledger DOL Form 5500 · updated monthly

Aoc Logistics, LLC401(k)

AOC LOGISTICS 401(K) SAVINGS PLAN · GREAT FALLS, VA · plan year 2022

Reported admin expense ratio · 2022
1.54%

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

Aoc Logistics, LLC reported $28,422 in plan administrative expenses for 2022: 1.54% of average plan assets, higher than ~90% of peers. Employer contributions averaged $4,276 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 1 year on file its reported administrative ratio rose from 1.54% to 1.72%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Virginia (2,095th of 2,266), and 2,136th of 2,677 in transportation & warehousing. In 2022, the employer put in $2.71 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$1,892,782
Participants with balances101
Active participants77
Employer contributions$329,228
Employee contributions$121,590
Employer contribution per active participant$4,276
Average account balance$18,740
Benefits paid to participants$152,982
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$1.9M · 66 accts · $297K emplr
2022$1.9M · 101 accts · $329K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$28,422
Total administrative$28,422
The Aoc Logistics, LLC 401(k) match · 2022
Employer contribution per active participant$4,276
Median for plans this size$1,114
2023$33,039 per active participant
2022$4,276 per active participant

Aoc Logistics, LLC's 2022 employer contribution ran above the $1,114 median for plans its size, placing it in the top 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023$32,261 · 1.72%
2022$28,422 · 1.54%
Similar plansTransportation & Warehousing · Virginia
Garten Trucking Lc VA$2.4M · 0.16%
W&L Mail Service, Inc. VA$2.0M · 0.89%
Diakon Logistics VA$1.9M · 0.57%
James River Carriers LLC VA$1.4M · 0.76%
Victory van Corporation VA$1.3M · 0.00%
Virginia Regional Transit VA$1.3M · 0.17%

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Source: U.S. Department of Labor, Form 5500 series, EIN 275136168 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.