Plan Ledger DOL Form 5500 · updated monthly

Colinx401(k)

COLINX RETIREMENT SAVINGS PLAN · GREENVILLE, SC · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Colinx reported $61,731 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $2,474 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 0.18% to 0.13%. 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 110th-largest of 807 plans among South Carolina employers on file, and the 376th of 2,677 in transportation & warehousing. In 2024, employees put in $1.22 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$51,153,823
Participants with balances1,133
Active participants956
Employer contributions$2,365,510
Employee contributions$2,896,192
Employer contribution per active participant$2,474
Average account balance$45,149
Benefits paid to participants$5,932,902
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$51.2M · 1,133 accts · $2.4M emplr
2023$44.4M · 1,350 accts · $2.4M emplr
2022$36.9M · 1,148 accts · $2.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,335
Investment management$14,596
Total administrative$61,731
The Colinx 401(k) match · 2024
Employer contribution per active participant$2,474
Median for plans this size$2,416
2024$2,474 per active participant
2023$2,468 per active participant
2022$2,188 per active participant

Colinx's 2024 employer contribution ran above the $2,416 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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$26,335
COMPERIO RETIREMENT CONSULTING, IN · Consulting · Investment advisory (plan)$20,800
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$14,596

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$61,731 · 0.13%
2023$70,593 · 0.17%
2022$74,318 · 0.18%
Same employer
Similar plansTransportation & Warehousing · South Carolina
United Road Service, Inc. MI$52.7M · 0.27%
Pritchett Trucking, Inc. FL$52.3M · 0.06%
Quality Carriers, Inc. FL$52.2M · 0.62%
K Line America, Inc. VA$52.2M · 0.04%
Jk Moving and Storage, Inc. VA$51.1M · 0.29%
Lbc Houston L.P. TX$50.9M · 0.48%

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Source: U.S. Department of Labor, Form 5500 series, EIN 571112798 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.