Plan Ledger DOL Form 5500 · updated monthly

Doug Bradley Trucking Inc401(k)

DOUG BRADLEY TRUCKING INC EMPLOYEE PROFIT SHARING PLAN · SALINA, KS · plan year 2023

Reported admin expense ratio · 2023
0.89%

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

Doug Bradley Trucking Inc reported $28,906 in plan administrative expenses for 2023: 0.89% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,566 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 has held roughly steady near 0.888%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Kansas (706th of 828), and 1,855th of 2,677 in transportation & warehousing. In 2023, the employer put in $2.74 for every $1.00 employees contributed themselves; active participation has shrunk from 116 to 95 since 2022.

Plan summary
Net assets, end of year$3,496,985
Participants with balances109
Active participants95
Employer contributions$243,724
Employee contributions$88,971
Employer contribution per active participant$2,566
Average account balance$32,082
Benefits paid to participants$323,821
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.4M · 89 accts · $210K emplr
2023$3.5M · 109 accts · $244K emplr
2022$3.0M · 145 accts · $278K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$14,886
Investment management$7,020
Audit (IQPA)$7,000
Total administrative$28,906
The Doug Bradley Trucking Inc 401(k) match · 2023
Employer contribution per active participant$2,566
Median for plans this size$1,308
2024$2,800 per active participant
2023$2,566 per active participant
2022$2,401 per active participant

Doug Bradley Trucking Inc's 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
CAPITAL GROUP RETIREMENT PLAN SERVI · Recordkeeping$6,554
BRIAN RING DBA RING AUDITING AND AC · Accounting / audit$7,000
PINION, LLC · Plan administrator$6,253
CAMBRIDGE INVESTMENT RESEARCH INC · Investment management$5,767

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

Administrative cost history3
2024$30,470 · 0.89%
2023$28,906 · 0.89%
2022Not separately reported
Similar plansTransportation & Warehousing · Kansas
Convoy, Inc. KS$5.9M
Farmers Oil Company, Inc. KS$4.9M · 0.80%
Keim Ts, Inc. KS$4.5M · 0.59%
Agri Trails Coop, Inc. KS$4.5M · 0.02%
Pinch Flatbed, Inc. KS$2.8M · 0.86%
Mies & Sons Trucking, LLC KS$2.6M · 0.84%
Scout Logistics KS$2.1M · 0.86%
Dugan Truck Line, LLC KS$1.7M · 1.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 481096777 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.