Plan Ledger DOL Form 5500 · updated monthly

Dee King Trucking, LP401(k)

DEE KING TRUCKING 401(K) PLAN · AMARILLO, TX · plan year 2021

Reported admin expense ratio · 2021
1.25%

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

Dee King Trucking, LP reported $15,419 in plan administrative expenses for 2021: 1.25% of average plan assets, higher than ~90% of peers. Employer contributions averaged $361 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 1.58% to 1.49%. The plan sits in the $1M–$10M size bracket, benchmarked here against 289 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Texas (5,144th of 5,688), and 2,235th of 2,677 in transportation & warehousing. In 2021, employees put in $2.73 for every $1.00 the employer contributed; active participation has grown from 137 to 167 since 2020.

Plan summary
Net assets, end of year$1,356,037
Participants with balances117
Active participants167
Employer contributions$60,316
Employee contributions$164,929
Employer contribution per active participant$361
Average account balance$11,590
Benefits paid to participants$83,337
Plan auditUnmodified (clean) audit opinion
AuditorWIPFLI LLP
Plan history3
Yearassets · accounts · employer contribution
2022$1.3M · 58 accts · $61K emplr
2021$1.4M · 117 accts · $60K emplr
2020$1.1M · 113 accts · $57K emplr
Administrative expenses, itemized · 2021
Recordkeeping & contract admin$7,847
Investment management$7,572
Total administrative$15,419
The Dee King Trucking, LP 401(k) match · 2021
Employer contribution per active participant$361
Median for plans this size$994
2022$436 per active participant
2021$361 per active participant
2020$413 per active participant

Dee King Trucking, LP's 2021 employer contribution ran below the $994 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 2021 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2022$19,662 · 1.49%
2021$15,419 · 1.25%
2020$17,165 · 1.58%
Similar plansTransportation & Warehousing · Texas
Auto Rescue Solutions LLC TX$1.4M · 1.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752936790 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.