Plan Ledger DOL Form 5500 · updated monthly

Bruckner Truck Sales, Inc.401(k)

BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN · AMARILLO, TX · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Bruckner Truck Sales, Inc. reported $195,492 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $1,091 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 fell from 0.41% to 0.17%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 543rd-largest of 5,688 plans among Texas employers on file, and the 318th of 5,215 in retail trade. In 2024, employees put in $3.96 for every $1.00 the employer contributed; active participation has grown from 1,456 to 1,637 since 2022.

Plan summary
Net assets, end of year$122,477,042
Participants with balances1,688
Active participants1,637
Employer contributions$1,786,006
Employee contributions$7,072,920
Employer contribution per active participant$1,091
Average account balance$72,557
Benefits paid to participants$12,633,488
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$122.5M · 1,688 accts · $1.8M emplr
2023$112.9M · 1,764 accts · $1.2M emplr
2022$100.5M · 1,743 accts · $4.6M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$195,492
Total administrative$195,492
The Bruckner Truck Sales, Inc. 401(k) match · 2024
Employer contribution per active participant$1,091
Median for plans this size$3,635
2024$1,091 per active participant
2023$783 per active participant
2022$3,151 per active participant

Bruckner Truck Sales, Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 · 20246
NATIONWIDE · Recordkeeping · Custodial (securities)$97,982
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$130,384
TRANSITION FINANCE STRATEGIES, LLC · Other services · Contract administrator$98,864
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp
MML INVESTORS SERVICES, LLC · Other servicesindirect comp
MML INVESTORS SERVICES, LLC · Other servicesindirect comp

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

Recordkeeper by year2
2024Nationwide
2023Nationwide, TRANSITION FINANCE STRATEGIES

This plan has changed recordkeepers within these filings. If you left Bruckner Truck Sales, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$195,492 · 0.17%
2023$121,796 · 0.11%
2022$384,094 · 0.41%
All plans at this employer2
BRUCKNER TRUCK SALES, INC. EMPLOYEE PROFIT SHARING PLAN401(k)
THE BRUCKNER TRUCK SALES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
Same employer
Similar plansRetail Trade · Texas
Gamestop, Corp. TX$157.6M · 0.32%
Visionworks of America, Inc. TX$146.6M · 0.13%
James Avery Craftsman, Inc. TX$144.9M · 0.04%
Rs Americas, Inc. TX$110.4M · 0.08%
Fiesta Mart, L.L.C. TX$100.2M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 750972825 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.