Plan Ledger DOL Form 5500 · updated monthly

Cbsl Transportation Services Inc.401(k)

CBSL TRANSPORTATION SERVICES INC. 401(K) PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.15%

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

Cbsl Transportation Services Inc. reported $18,748 in plan administrative expenses for 2024: 0.15% of average plan assets, below the peer median. Employer contributions averaged $1,191 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 0.20% to 0.15%. 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 Illinois (2,098th of 3,702), and the 953rd of 2,677 in transportation & warehousing. In 2024, employees put in $2.07 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,627,900
Participants with balances320
Active participants225
Employer contributions$267,883
Employee contributions$555,787
Employer contribution per active participant$1,191
Average account balance$42,587
Benefits paid to participants$1,129,649
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.6M · 320 accts · $268K emplr
2023$11.8M · 291 accts · $253K emplr
2022$9.7M · 393 accts · $279K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$16,175
Investment management$2,573
Total administrative$18,748
The Cbsl Transportation Services Inc. 401(k) match · 2024
Employer contribution per active participant$1,191
Median for plans this size$2,416
2024$1,191 per active participant
2023$1,198 per active participant
2022$1,229 per active participant

Cbsl Transportation Services 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 · 20242
UBS FINANCIAL SERVICES INCindirect comp
SCP RETIREMENT SERVICES LLC · 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.

Administrative cost history3
2024$18,748 · 0.15%
2023$28,334 · 0.26%
2022$21,735 · 0.20%
Same employer
Similar plansTransportation & Warehousing · Illinois
Transdev Services, Inc. IL$14.3M · 1.77%
Hercules Forwarding, Inc. IL$14.1M · 0.03%
C & K Holdings, LLC IL$13.9M · 0.39%
Flight Check, LLC IL$12.7M · 0.07%
Rohlig USA, LLC IL$12.3M · 0.46%
Helicopters, Inc. IL$11.9M · 0.32%
Nu-Way Logistics, Inc. IL$11.2M · 0.20%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363032275 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.