Plan Ledger DOL Form 5500 · updated monthly

California Overland, LTD.401(k)

CALIFORNIA OVERLAND, LTD. PLAN · WABASHA, MN · plan year 2024

Reported admin expense ratio · 2024
0.82%

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

California Overland, LTD. reported $47,206 in plan administrative expenses for 2024: 0.82% of average plan assets, above the peer median. Employer contributions averaged $1,291 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 0.25% to 0.82%. 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 Minnesota (1,491st of 1,918), and 1,488th of 2,677 in transportation & warehousing. In 2024, employees put in $3.35 for every $1.00 the employer contributed; active participation has grown from 170 to 193 since 2022.

Plan summary
Net assets, end of year$6,225,391
Participants with balances187
Active participants193
Employer contributions$249,112
Employee contributions$833,816
Employer contribution per active participant$1,291
Average account balance$33,291
Benefits paid to participants$784,844
Plan auditUnmodified (clean) audit opinion
AuditorSMITH SCHAFER & ASSOCIATES, LTD
Plan history3
Yearassets · accounts · employer contribution
2024$6.2M · 187 accts · $249K emplr
2023$5.2M · 194 accts · $250K emplr
2022$4.0M · 183 accts · $224K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$47,206
Total administrative$47,206
The California Overland, LTD. 401(k) match · 2024
Employer contribution per active participant$1,291
Median for plans this size$1,313
2024$1,291 per active participant
2023$1,342 per active participant
2022$1,317 per active participant

California Overland, LTD.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeepingindirect comp
EDWARD D. JONES & CO. L.P. · Investment advisory (participants)indirect comp
WILSHIRE ASSOCIATES INC (USA) · Investment advisory (participants)indirect 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
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$47,206 · 0.82%
2023$11,073 · 0.24%
2022$10,417 · 0.25%
Same employer
Similar plansTransportation & Warehousing · Minnesota
Taylor Truck Line Inc. MN$8.7M · 0.12%
Long Haul Trucking, Inc. MN$8.1M · 0.29%
Transport Designs, Inc. MN$7.7M · 0.59%
Triangle Warehouse, Inc. MN$6.9M · 0.07%
Lefebvre Companies, Inc. MN$6.2M · 0.62%
Total Logistics, Inc. MN$5.8M · 4.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 412017493 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.