Plan Ledger DOL Form 5500 · updated monthly

Cathcart Rail Holdco, LLC401(k)

CATHCART RAIL, LLC 401(K) PROFIT SHARING PLAN · COLUMBUS, OH · plan year 2024

Reported admin expense ratio · 2024
0.92%

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

Cathcart Rail Holdco, LLC reported $167,148 in plan administrative expenses for 2024: 0.92% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,096 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 $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 1,402nd-largest of 3,295 plans among Ohio employers on file, and the 781st of 2,677 in transportation & warehousing. In 2024, employees put in $2.20 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$18,604,670
Participants with balances1,036
Active participants840
Employer contributions$920,274
Employee contributions$2,020,507
Employer contribution per active participant$1,096
Average account balance$17,958
Benefits paid to participants$4,328,665
Plan auditUnmodified (clean) audit opinion
AuditorGRAY, GRIFFITH & MAYS, A.C.
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$167,148
Total administrative$167,148
The Cathcart Rail Holdco, LLC 401(k) match · 2024
Employer contribution per active participant$1,096
Median for plans this size$2,416

Cathcart Rail Holdco, LLC'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 · 20243
JOHN HANCOCK · Recordkeeping · Investment management$14,604
MERRILL LYNCH · Investment advisory (participants)$25,009
ONEDIGITAL INVESTMENT ADVISORS · Investment advisory (participants)$13,547

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

Administrative cost history1
2024$167,148 · 0.92%
Similar plansTransportation & Warehousing · Ohio
Kaplan Trucking Company OH$23.7M · 0.28%
The Anderson-Dubose Company OH$23.3M · 0.41%
We Transport, Inc. OH$21.6M · 0.52%
Cathcart Rail, LLC OH$17.7M · 1.00%
Cheeseman LLC OH$17.1M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 852553567 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.