Plan Ledger DOL Form 5500 · updated monthly

Assured Xpress LLC401(k)

ASSURED XPRESS 401(K) PLAN · FRANKLIN, TN · plan year 2024

Reported admin expense ratio · 2024
0.37%

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

Assured Xpress LLC reported $955 in plan administrative expenses for 2024: 0.37% of average plan assets, lower than ~75% of peers. Employer contributions averaged $604 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 0.09% to 0.37%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Tennessee (1,468th of 1,496), and 2,507th of 2,677 in transportation & warehousing. In 2024, employees put in $2.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$316,946
Participants with balances90
Active participants103
Employer contributions$62,189
Employee contributions$139,766
Employer contribution per active participant$604
Average account balance$3,522
Benefits paid to participants$110,326
Plan auditUnmodified (clean) audit opinion
AuditorBLACKBURN CHILDERS AND STEAGALL PLC
Plan history2
Yearassets · accounts · employer contribution
2024$317K · 90 accts · $62K emplr
2023$200K · 280 accts · $62K emplr
Administrative expenses, itemized · 2024
Investment management$955
Total administrative$955
The Assured Xpress LLC 401(k) match · 2024
Employer contribution per active participant$604
Median for plans this size$540
2024$604 per active participant
2023$381 per active participant

Assured Xpress LLC's 2024 employer contribution ran above the $540 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.

Administrative cost history2
2024$955 · 0.37%
2023$179 · 0.09%
Similar plansTransportation & Warehousing · Tennessee
Jit - Ex, LLC TN$588K · 1.61%
Venture Express, Inc. TN$364K · 1.70%
Atomic Transport LLC TN$351K · 1.70%
Commitment Logistics LLC TN$307K · 0.46%
Max Trans, LLC TN$100K · 0.58%
Ejbs Logistics TN$78K · 0.52%
K-Trans Management Inc. TN$16K · 6.96%

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Source: U.S. Department of Labor, Form 5500 series, EIN 851917806 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.