Plan Ledger DOL Form 5500 · updated monthly

Dell Transportation Corp401(k)

DELL TRANSPORTATION 401(K) PROFIT SHARING PLAN AND TRUST · PORT WASHINGTON, NY · plan year 2022

Reported admin expense ratio · 2022
0.33%

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

Dell Transportation Corp reported $6,755 in plan administrative expenses for 2022: 0.33% of average plan assets, below the peer median. Employer contributions averaged $515 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 New York (5,138th of 5,648), and 2,117th of 2,677 in transportation & warehousing. In 2022, employees put in $3.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,948,380
Participants with balances55
Active participants129
Employer contributions$66,493
Employee contributions$211,744
Employer contribution per active participant$515
Average account balance$35,425
Benefits paid to participants$127,046
Plan auditUnmodified (clean) audit opinion
AuditorLUTZ, SELIG & ZERONDA, CPAS, L.L.P.
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$6,755
Total administrative$6,755
The Dell Transportation Corp 401(k) match · 2022
Employer contribution per active participant$515
Median for plans this size$1,114

Dell Transportation Corp's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom 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$6,755 · 0.33%
Similar plansTransportation & Warehousing · New York
Aramex New York LTD NY$2.0M · 0.74%
Montauk Bus Service, Inc. NY$1.7M · 1.13%
Msn Air Service, Inc NY$1.7M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 111884712 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.