Plan Ledger DOL Form 5500 · updated monthly

Barnhart Transportation LLC401(k)

BARNHART TRANSPORTATION LLC 401(K) PROFIT SHARING PLAN · NORTH EAST, PA · plan year 2024

Reported admin expense ratio · 2024
0.89%

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

Barnhart Transportation LLC reported $32,620 in plan administrative expenses for 2024: 0.89% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,387 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 has held roughly steady near 0.89%. 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 Pennsylvania (2,969th of 3,651), and 1,745th of 2,677 in transportation & warehousing. In 2024, employees put in $1.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,275,921
Participants with balances173
Active participants133
Employer contributions$317,412
Employee contributions$403,652
Employer contribution per active participant$2,387
Average account balance$24,716
Benefits paid to participants$1,289,685
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$4.3M · 173 accts · $317K emplr
2023$3.0M · 152 accts · $273K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,620
Total administrative$32,620
The Barnhart Transportation LLC 401(k) match · 2024
Employer contribution per active participant$2,387
Median for plans this size$1,313
2024$2,387 per active participant
2023$1,993 per active participant

Barnhart Transportation LLC's 2024 employer contribution ran above the $1,313 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 · 20244
UBS FINANCIAL SERVICES · Investment advisory (plan)$11,974
M2B RETIREMENT CONSULTING, LLC · Contract administrator$4,250
EMPOWER ADVISORY GROUP, LLC · Investment management$2,658

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$32,620 · 0.89%
2023$22,322 · 0.86%
Same employer
Similar plansTransportation & Warehousing · Pennsylvania
All Ways Safe, LLC PA$4.9M · 0.50%
K & R Sales, Inc. PA$4.5M · 1.25%
Air Ground Xpress, Inc. PA$4.4M · 0.88%
Levy School Bus Co. PA$4.1M · 0.14%
McCarter Transit Inc. PA$4.0M · 0.03%
Wavepoint 3PL, Inc. PA$3.8M · 1.27%
Kbs, Inc. PA$3.6M · 0.92%

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Source: U.S. Department of Labor, Form 5500 series, EIN 455089661 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.