Plan Ledger DOL Form 5500 · updated monthly

Caledonia Haulers, Inc.401(k)

CALEDONIA HAULERS, INC. PROFIT SHARING PLAN · CALEDONIA, MN · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Caledonia Haulers, Inc. reported $18,582 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $537 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 0.04% to 0.16%. 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 Minnesota (1,186th of 1,918), and the 1,023rd of 2,677 in transportation & warehousing. In 2024, employees put in $4.19 for every $1.00 the employer contributed; active participation has grown from 308 to 342 since 2022.

Plan summary
Net assets, end of year$12,276,578
Participants with balances197
Active participants342
Employer contributions$183,743
Employee contributions$769,077
Employer contribution per active participant$537
Average account balance$62,318
Benefits paid to participants$568,750
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history3
Yearassets · accounts · employer contribution
2024$12.3M · 197 accts · $184K emplr
2023$10.5M · 192 accts · $179K emplr
2022$8.9M · 191 accts · $180K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,582
Total administrative$18,582
The Caledonia Haulers, Inc. 401(k) match · 2024
Employer contribution per active participant$537
Median for plans this size$2,416
2024$537 per active participant
2023$525 per active participant
2022$584 per active participant

Caledonia Haulers, Inc.'s 2024 employer contribution ran below the $2,416 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
MCGLADREY LLP · Accounting / audit$9,500
EMPOWER ADVISORY GROUP, LLC · Investment management$4,854
FUTUREPLAN BY ASCENSUS · Contract administrator$2,763
NORTHWESTERN MUTUAL INVESTMENT SVCSindirect comp
SECURITIES AMERICA, INCindirect comp

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$18,582 · 0.16%
2023$7,239 · 0.07%
2022$4,041 · 0.04%
Same employer
Similar plansTransportation & Warehousing · Minnesota
Beltmann Group Incorporated MN$23.7M · 0.40%
King Solutions, Inc. MN$13.4M · 0.50%
American Business Group MN$11.6M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 410811778 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.