Plan Ledger DOL Form 5500 · updated monthly

Bacarella Transportation Services401(k)

BACARELLA TRANSPORTATION SERVI 401(K) PROFIT SHARING PLAN & TRUST · SHELTON, CT · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Bacarella Transportation Services reported $61,428 in plan administrative expenses for 2024: 0.48% of average plan assets, higher than ~75% of peers. Employer contributions averaged $4,426 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 rose from 0.38% to 0.48%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Connecticut (656th of 1,106), and the 939th of 2,677 in transportation & warehousing. In 2024, employees put in $1.73 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$14,173,702
Participants with balances218
Active participants168
Employer contributions$743,513
Employee contributions$1,289,465
Employer contribution per active participant$4,426
Average account balance$65,017
Benefits paid to participants$1,389,586
Plan auditUnmodified (clean) audit opinion
AuditorPKF OCONNOR DAVIES LLP
Plan history3
Yearassets · accounts · employer contribution
2024$14.2M · 218 accts · $744K emplr
2023$11.2M · 203 accts · $510K emplr
2022$8.2M · 190 accts · $503K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$61,428
Total administrative$61,428
The Bacarella Transportation Services 401(k) match · 2024
Employer contribution per active participant$4,426
Median for plans this size$2,416
2024$4,426 per active participant
2023$3,151 per active participant
2022$2,860 per active participant

Bacarella Transportation Services's 2024 employer contribution ran above the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
GYL FINANCIAL SYNERGIES · Investment advisory (plan)$35,241
PASI, LLC · Contract administrator$11,812

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$61,428 · 0.48%
2023$26,461 · 0.27%
2022$32,939 · 0.38%
Similar plansTransportation & Warehousing · Connecticut
Dattco, Inc. CT$27.6M · 0.59%
William B. Meyer, Inc. CT$21.0M · 0.01%
Tradewind Aviation LLC CT$8.7M · 0.14%
Pace Motor Lines, Inc. CT$3.2M · 1.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061048835 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.