Plan Ledger DOL Form 5500 · updated monthly

Combined Transport, Inc.401(k)

COMBINED TRANSPORT, INC. 401(K) PROFIT SHARING PLAN · CENTRAL POINT, OR · plan year 2024

Reported admin expense ratio · 2024
0.15%

Combined Transport, Inc. reported $20,698 in plan administrative expenses for 2024: 0.15% of average plan assets, below 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 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 the 443rd-largest of 1,021 plans among Oregon employers on file, and the 924th of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$14,509,336
Participants with balances483
Active participants378
Employer contributions—
Employee contributions$951,636
Employer contribution per active participant—
Average account balance$30,040
Benefits paid to participants$1,584,935
Plan auditUnmodified (clean) audit opinion
AuditorPERKINS & COMPANY, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$14.5M · 483 accts
2023$13.7M · 527 accts · $501K emplr
2022$11.0M · 487 accts · $527K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,698
Total administrative$20,698
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 · 20241
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$93,616

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

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$20,698 · 0.15%
2023$20,195 · 0.16%
2022$23,768 · 0.20%
Same employer
Similar plansTransportation & Warehousing · Oregon
Magnate Holdings, LLC OR$34.9M · 0.47%
May Trucking Company OR$25.1M · 0.18%
Omega Morgan Holdings Inc. OR$20.6M · 0.21%
Aero Air, LLC OR$14.2M · 0.71%
Walsh Trucking Company LTD OR$13.7M · 0.34%
Jubitz Corporation OR$10.2M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942709226 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.