Plan Ledger DOL Form 5500 · updated monthly

Cdl 1000, Inc.401(k)

CDL 1000 401(K) PLAN · LYONS, IL · plan year 2024

Reported admin expense ratio · 2024
2.03%

Cdl 1000, Inc. reported $9,888 in plan administrative expenses for 2024: 2.03% of average plan assets, above the peer median. 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 1 year on file its reported administrative ratio fell from 3.38% to 2.03%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Illinois (3,552nd of 3,702), and 2,415th of 2,677 in transportation & warehousing. In 2024, employees put in $1.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$538,584
Participants with balances151
Active participants0
Employer contributions$61,222
Employee contributions$87,032
Employer contribution per active participant—
Average account balance$3,567
Benefits paid to participants$83,476
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$539K · 151 accts · $61K emplr
2023$434K · 131 accts · $40K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$9,888
Total administrative$9,888
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
ADMIN. GROUP, LLC DBA TAG RESOURCES · Recordkeeping · Loan processing$5,804
TRANSAMERICA FINANCIAL LIFE · Recordkeeping · Loan processing$4,084

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

Recordkeeper by year2
2024ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica
2023ADMIN. GROUP, LLC DBA TAG RESOURCES, Transamerica

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Administrative cost history2
2024$9,888 · 2.03%
2023$11,927 · 3.38%
Similar plansTransportation & Warehousing · Illinois
Marysville Releasing Inc. IL$856K · 1.05%
Hmd Trucking, Inc. IL$813K · 0.07%
Cnc Logistics, Inc. IL$619K · 0.46%
Devil Dog Delivery, LLC IL$489K · 0.51%
Lakeview Bus Lines Inc. IL$433K · 0.44%
Dauntless Delivery LLC IL$423K · 0.46%
Hph Transport, Inc. IL$423K · 5.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 473233015 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.