Plan Ledger DOL Form 5500 · updated monthly

Approved Transportation and Warehousing,Ltd401(k)

THE DEWITT COMPANIES 401K PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Approved Transportation and Warehousing,Ltd reported $28,329 in plan administrative expenses for 2024: 0.58% of average plan assets, above the peer median. Employer contributions averaged $1,061 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 1.36% to 0.58%. 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 California (6,759th of 9,483), and 1,537th of 2,677 in transportation & warehousing. In 2024, employees put in $2.41 for every $1.00 the employer contributed; active participation has shrunk from 589 to 433 since 2022.

Plan summary
Net assets, end of year$5,757,439
Participants with balances689
Active participants433
Employer contributions$459,402
Employee contributions$1,107,608
Employer contribution per active participant$1,061
Average account balance$8,356
Benefits paid to participants$557,561
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.8M · 689 accts · $459K emplr
2023$4.1M · 617 accts · $412K emplr
2022$2.5M · 504 accts · $387K emplr
Administrative expenses, itemized · 2024
Investment management$28,329
Total administrative$28,329
The Approved Transportation and Warehousing,Ltd 401(k) match · 2024
Employer contribution per active participant$1,061
Median for plans this size$1,313
2024$1,061 per active participant
2023$872 per active participant
2022$657 per active participant

Approved Transportation and Warehousing,Ltd's 2024 employer contribution ran below 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
HUMAN INTEREST ADVISOR LLC · Contract administrator · Investment advisory (plan)$9,424
ARTHUR JOHNSON · Investment advisory (plan)$18,905

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$28,329 · 0.58%
2023$37,301 · 1.14%
2022$28,732 · 1.36%
Same employer
Similar plansTransportation & Warehousing · California
Gsc Logistics, Inc. CA$5.9M · 0.00%
Runbuggy Omi, Inc. CA$5.1M · 0.93%
Button Transportation CA$5.0M · 0.18%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330265992 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.