Plan Ledger DOL Form 5500 · updated monthly

Elder Logistics Inc401(k)

ELDER LOGISTICS INC 401(K) PROFIT SHARING PLAN & TRUST · PUYALLUP, WA · plan year 2022

Reported admin expense ratio · 2022
0.56%

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

Elder Logistics Inc reported $4,811 in plan administrative expenses for 2022: 0.56% of average plan assets, below the peer median. Employer contributions averaged $1,058 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 under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Washington (1,633rd of 1,714), and 2,301st of 2,677 in transportation & warehousing. In 2022, employees put in $1.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,038,525
Participants with balances90
Active participants177
Employer contributions$187,246
Employee contributions$368,265
Employer contribution per active participant$1,058
Average account balance$11,539
Benefits paid to participants$103,503
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$989
Investment management$3,822
Total administrative$4,811
The Elder Logistics Inc 401(k) match · 2022
Employer contribution per active participant$1,058
Median for plans this size$331

Elder Logistics Inc's 2022 employer contribution ran above the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$4,811 · 0.56%
Similar plansTransportation & Warehousing · Washington
Regal West Corporation WA$2.3M · 0.34%
Driveshop LLC WA$2.0M · 1.57%
Signature Transport Inc. WA$1.7M · 0.95%
Mtr Western, LLC WA$819K · 2.17%
Vip Hospitality, LLC WA$621K · 0.59%
Jacko Logistics LLC WA$612K · 1.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273140593 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.