Plan Ledger DOL Form 5500 · updated monthly

Davidson Logistics, Inc.401(k)

DAVIDSON LOGISTICS, INC. SAFE HARBOR 401(K) PROFIT SHARING PLAN · BRIDGETON, MO · plan year 2022

Reported admin expense ratio · 2022
1.13%

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

Davidson Logistics, Inc. reported $15,499 in plan administrative expenses for 2022: 1.13% of average plan assets, higher than ~90% of peers. Employer contributions averaged $973 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 Missouri (1,301st of 1,393), and 2,225th of 2,677 in transportation & warehousing. In 2022, employees put in $2.00 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,382,226
Participants with balances74
Active participants108
Employer contributions$105,039
Employee contributions$209,687
Employer contribution per active participant$973
Average account balance$18,679
Benefits paid to participants$29,932
Plan auditDisclaimer of opinion
AuditorHOLT & PATTERSON, LLC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$11,619
Investment management$3,880
Total administrative$15,499
The Davidson Logistics, Inc. 401(k) match · 2022
Employer contribution per active participant$973
Median for plans this size$1,114

Davidson Logistics, Inc.'s 2022 employer contribution ran below the $1,114 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$15,499 · 1.13%
Same employer
Similar plansTransportation & Warehousing · Missouri
Associated Couriers, Inc. MO$1.9M · 0.15%
Waller Truck, Co., Inc. MO$1.8M · 0.47%
Trailiner Corporation MO$1.4M · 0.95%

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Source: U.S. Department of Labor, Form 5500 series, EIN 475643241 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.