Plan Ledger DOL Form 5500 · updated monthly

Epes Logistics Services, Inc401(k)

EPES LOGISTICS SERVICES 401(K) RETIREMENT PLAN · GREENSBORO, NC · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Epes Logistics Services, Inc reported $34,783 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $1,156 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 0.347%. 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 North Carolina (1,063rd of 2,005), and the 1,105th of 2,677 in transportation & warehousing. In 2024, employees put in $3.73 for every $1.00 the employer contributed; active participation has shrunk from 245 to 171 since 2022.

Plan summary
Net assets, end of year$10,822,278
Participants with balances190
Active participants171
Employer contributions$197,698
Employee contributions$737,077
Employer contribution per active participant$1,156
Average account balance$56,959
Benefits paid to participants$664,667
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.8M · 190 accts · $198K emplr
2023$9.2M · 206 accts · $199K emplr
2022$8.1M · 234 accts · $237K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,540
Investment management$17,243
Total administrative$34,783
The Epes Logistics Services, Inc 401(k) match · 2024
Employer contribution per active participant$1,156
Median for plans this size$2,416
2024$1,156 per active participant
2023$1,099 per active participant
2022$969 per active participant

Epes Logistics Services, Inc'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 · 20243
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$17,540
MMA SECURITIES LLC · Consulting · Investment advisory (plan)$17,243
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect 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
2024Transamerica
2023Transamerica

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Administrative cost history3
2024$34,783 · 0.35%
2023$30,780 · 0.35%
2022$29,103 · 0.35%
Same employer
Similar plansTransportation & Warehousing · North Carolina
Hilco Transport, Inc. NC$16.9M · 0.61%
Best Services Group, Inc. NC$16.2M · 0.86%
Sos Global Express, Inc. NC$10.6M · 0.49%
E.J. Pope & Son, Inc. NC$8.7M · 0.04%

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Source: U.S. Department of Labor, Form 5500 series, EIN 561647161 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.