Plan Ledger DOL Form 5500 · updated monthly

Coastal Medical Transportation Services LLC401(k)

CMTS 401(K) PLAN · HYANNIS, MA · plan year 2024

Reported admin expense ratio · 2024
0.96%

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

Coastal Medical Transportation Services LLC reported $90,768 in plan administrative expenses for 2024: 0.96% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,077 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 $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 Massachusetts (1,829th of 2,726), and the 1,101st of 2,677 in transportation & warehousing. In 2024, employees put in $1.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,892,915
Participants with balances456
Active participants830
Employer contributions$894,039
Employee contributions$1,623,006
Employer contribution per active participant$1,077
Average account balance$23,888
Benefits paid to participants$994,507
The Coastal Medical Transportation Services LLC 401(k) match · 2024
Employer contribution per active participant$1,077
Median for plans this size$1,313

Coastal Medical Transportation Services LLC's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
CAPITAL GROUP RETIREMENT PLAN SERV$35,570
AFC PENSIONS, INC. · Contract administrator$23,408

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$90,768 · 0.96%
Similar plansTransportation & Warehousing · Massachusetts
Sterling Corporation MA$18.6M · 0.60%
Rts Holdings, LLC MA$18.5M · 0.76%
Mid-State Management, Inc. MA$17.9M · 0.34%
Cape Cod Express, LLC MA$14.3M · 0.12%
Roberts Energy, LLC MA$7.0M · 0.59%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 463021900 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.