Plan Ledger DOL Form 5500 · updated monthly

Beacon Transport, LLC401(k)

BEACON TRANSPORT 401(K) PROFIT SHARING PLAN & TRUST · LAVERGNE, TN · plan year 2022

Reported admin expense ratio · 2022
0.55%

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

Beacon Transport, LLC reported $6,766 in plan administrative expenses for 2022: 0.55% of average plan assets, above the peer median. Employer contributions averaged $748 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Tennessee (1,391st of 1,496), and 2,289th of 2,677 in transportation & warehousing. In 2022, employees put in $1.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,126,890
Participants with balances47
Active participants111
Employer contributions$83,006
Employee contributions$134,156
Employer contribution per active participant$748
Average account balance$23,976
Benefits paid to participants$170,677
Plan auditUnmodified (clean) audit opinion
AuditorCARR,RIGGS,& INGRAM, LLC
Administrative expenses, itemized · 2022
Investment management$6,766
Total administrative$6,766
The Beacon Transport, LLC 401(k) match · 2022
Employer contribution per active participant$748
Median for plans this size$1,114

Beacon Transport, LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$6,766 · 0.55%
Same employer
Similar plansTransportation & Warehousing · Tennessee
Fleet Equipment, LLC TN$1.6M · 0.03%
Cdi Services, Inc. TN$1.4M · 0.79%
Accelerated Courier TN$1.1M · 2.23%
Nitetrain Coach Co, Inc. TN$930K · 0.08%
Jit - Ex, LLC TN$588K · 1.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621815850 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.