Plan Ledger DOL Form 5500 · updated monthly

Arlo G. Lott Trucking, Inc.401(k)

ARLO G. LOTT TRUCKING, INC. 401(K) PLAN · JEROME, ID · plan year 2024

Reported admin expense ratio · 2024
1.20%

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

Arlo G. Lott Trucking, Inc. reported $40,106 in plan administrative expenses for 2024: 1.20% of average plan assets, higher than ~75% of peers. Employer contributions averaged $994 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 has held roughly steady near 1.20%. 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 Idaho (259th of 349), and 1,852nd of 2,677 in transportation & warehousing. In 2024, employees put in $3.07 for every $1.00 the employer contributed; active participation has shrunk from 166 to 139 since 2022.

Plan summary
Net assets, end of year$3,512,990
Participants with balances162
Active participants139
Employer contributions$138,131
Employee contributions$423,685
Employer contribution per active participant$994
Average account balance$21,685
Benefits paid to participants$525,404
Plan auditUnmodified (clean) audit opinion
AuditorCOOPER NORMAN
Plan history3
Yearassets · accounts · employer contribution
2024$3.5M · 162 accts · $138K emplr
2023$3.2M · 165 accts · $147K emplr
2022$2.6M · 157 accts · $114K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$40,106
Total administrative$40,106
The Arlo G. Lott Trucking, Inc. 401(k) match · 2024
Employer contribution per active participant$994
Median for plans this size$1,313
2024$994 per active participant
2023$1,083 per active participant
2022$686 per active participant

Arlo G. Lott Trucking, Inc.'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 · 20244
ONEDIGITAL INVESTMENT ADVISORS LLC · Investment advisory (plan)$16,028
DWC ERISA CONSULTANTS LLC · Contract administrator$5,498
RESOURCES INVESTMENT ADVISORS · Investment management$1,444

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$40,106 · 1.20%
2023$33,737 · 1.16%
2022$35,203 · 1.21%
Same employer
Similar plansTransportation & Warehousing · Idaho
J.M.F. Company, Inc. ID$9.6M · 0.81%
Handy Truck Line, Inc. ID$6.8M · 0.84%
Gary Amoth Trucking, Inc. ID$6.5M · 0.58%
Gap Services, Inc ID$2.9M · 0.64%
Super T Transport, Inc. ID$2.6M · 1.05%
The Car Park, LLC ID$1.8M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820410586 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.