Plan Ledger DOL Form 5500 · updated monthly

Co West Transportation LLC401(k)

CO WEST TRANSPORTATION LLC RETIREMENT TRUST · MONTROSE, CO · plan year 2022

Reported admin expense ratio · 2022
1.09%

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

Co West Transportation LLC reported $1,756 in plan administrative expenses for 2022: 1.09% of average plan assets, above the peer median. Employer contributions averaged $372 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 under $1M size bracket, benchmarked here against 4,041 comparable plans. By assets it is among the smaller plans on file in Colorado (1,440th of 1,461). In 2022, employees put in $2.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$160,957
Participants with balances53
Active participants146
Employer contributions$54,325
Employee contributions$111,284
Employer contribution per active participant$372
Average account balance$3,037
Plan auditUnmodified (clean) audit opinion
AuditorJAMES, HARDY, AND HALEY, CPA
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,754
Investment management$2
Total administrative$1,756
The Co West Transportation LLC 401(k) match · 2022
Employer contribution per active participant$372
Median for plans this size$331

Co West Transportation LLC's 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,756 · 1.09%
Similar plansplans of similar size
S&G Stores LLC OH$161K · 1.41%
Craft Restaurants, LTD. MO$161K · 0.60%
The Homeaides LLC CT$160K · 2.64%
D-7 Roofing, LLC CO$160K · 0.14%
Jabbo Inc NJ$160K · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452374579 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.