Plan Ledger DOL Form 5500 · updated monthly

California Sierra Express, Inc.401(k)

CALIFORNIA SIERRA EXPRESS, INC. 401(K) PROFIT SHARING PLAN · RENO, NV · plan year 2024

Reported admin expense ratio · 2024
1.15%

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

California Sierra Express, Inc. reported $38,941 in plan administrative expenses for 2024: 1.15% of average plan assets, higher than ~75% of peers. Employer contributions averaged $239 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 0.99% to 1.15%. 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 Nevada (317th of 437), and 1,839th of 2,677 in transportation & warehousing. In 2024, employees put in $6.82 for every $1.00 the employer contributed; active participation has shrunk from 188 to 157 since 2022.

Plan summary
Net assets, end of year$3,607,036
Participants with balances152
Active participants157
Employer contributions$37,485
Employee contributions$255,759
Employer contribution per active participant$239
Average account balance$23,731
Benefits paid to participants$161,834
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.6M · 152 accts · $37K emplr
2023$3.2M · 149 accts · $59K emplr
2022$2.8M · 143 accts · $24K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,366
Investment management$25,575
Total administrative$38,941
The California Sierra Express, Inc. 401(k) match · 2024
Employer contribution per active participant$239
Median for plans this size$1,313
2024$239 per active participant
2023$354 per active participant
2022$127 per active participant

California Sierra Express, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20243
MORGAN STANLEY · Investment advisory (plan)$16,471
EMPOWER ADVISORY GROUP, LLC · Investment management$9,104

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$38,941 · 1.15%
2023$40,533 · 1.36%
2022$29,362 · 0.99%
Same employer
Similar plansTransportation & Warehousing · Nevada
Truline Corporation NV$7.5M · 0.75%
Bender Warehouse Co. NV$5.7M · 0.59%
Ewing Bros., Inc. NV$3.8M · 1.07%
Capurro Trucking NV$2.6M · 1.16%
World Pack USA NV$1.2M · 0.63%
Mc Carrier LLC NV$178K · 0.65%

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Source: U.S. Department of Labor, Form 5500 series, EIN 880250102 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.