Plan Ledger DOL Form 5500 · updated monthly

Commercial Warehouse & Cartage, Inc.401(k)

COMMERCIAL WAREHOUSE & CARTAGE, INC. 401(K) PROFIT SHARING PLAN · FORT WAYNE, IN · plan year 2022

Reported admin expense ratio · 2022
0.50%

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

Commercial Warehouse & Cartage, Inc. reported $36,179 in plan administrative expenses for 2022: 0.50% of average plan assets, above the peer median. Employer contributions averaged $3,636 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 30,021 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Indiana (1,057th of 1,562), and 1,418th of 2,677 in transportation & warehousing. In 2022, the employer put in $1.85 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$6,821,150
Participants with balances90
Active participants77
Employer contributions$280,000
Employee contributions$151,271
Employer contribution per active participant$3,636
Average account balance$75,791
Benefits paid to participants$356,779
Plan auditUnmodified (clean) audit opinion
AuditorBADEN, GAGE & SCHROEDER, LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$30,581
Investment management$5,598
Total administrative$36,179
The Commercial Warehouse & Cartage, Inc. 401(k) match · 2022
Employer contribution per active participant$3,636
Median for plans this size$1,114

Commercial Warehouse & Cartage, Inc.'s 2022 employer contribution ran above the $1,114 median for plans its size, placing it in the top quarter of its peers. 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$36,179 · 0.50%
Similar plansTransportation & Warehousing · Indiana
AG Trucking, Inc. IN$9.0M · 1.11%
Days LLC dba Eq United IN$7.6M · 0.47%
Online Transport, Inc. IN$7.6M · 0.68%
Office Three Sixty, Inc. IN$7.5M · 0.01%
Crum Trucking Inc IN$5.7M · 0.07%
Central Trucking Inc. IN$5.4M · 0.03%
Klink Trucking, LLC IN$5.2M · 0.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 351184892 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.