Plan Ledger DOL Form 5500 · updated monthly

Educational Bus Transportation,401(k)

EDUCATIONAL BUS TRANSPORTATION, INC. 401(K) PLAN · SPRING VALLEY, NY · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Educational Bus Transportation, reported $21,305 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $231 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 3 years on file its reported administrative ratio has held roughly steady near 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in New York (3,087th of 5,648), and the 945th of 2,677 in transportation & warehousing. In 2024, employees put in $5.60 for every $1.00 the employer contributed; active participation has grown from 1,359 to 1,502 since 2022.

Plan summary
Net assets, end of year$13,915,671
Participants with balances524
Active participants1,502
Employer contributions$346,642
Employee contributions$1,942,852
Employer contribution per active participant$231
Average account balance$26,557
Benefits paid to participants$1,735,917
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.9M · 524 accts · $347K emplr
2023$12.0M · 520 accts · $297K emplr
2022$9.6M · 461 accts · $268K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$13,805
Investment management$7,500
Total administrative$21,305
The Educational Bus Transportation, 401(k) match · 2024
Employer contribution per active participant$231
Median for plans this size$2,416
2024$231 per active participant
2023$211 per active participant
2022$197 per active participant

Educational Bus Transportation,'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
ADP, INC. · Loan processing · Recordkeeping$13,805
OCONNOR DAVIES, · Recordkeeping · Pension consulting$7,500
ADP BROKER-DEALER · Other servicesindirect comp
EQUITABLE ADVISORS, LLC · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, OCONNOR DAVIES,
2023ADP, OCONNOR DAVIES,

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$21,305 · 0.16%
2023$16,510 · 0.15%
2022$16,960 · 0.17%
Similar plansTransportation & Warehousing · New York
Teals Express Inc NY$14.8M · 0.10%
Albatrans, Inc. NY$12.5M · 0.29%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 111976948 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.