Plan Ledger DOL Form 5500 · updated monthly

Epes Transport System, LLC401(k)

EPES TRANSPORT SYSTEM 401(K) RETIREMENT PLAN · GREENSBORO, NC · plan year 2024

Reported admin expense ratio · 2024
0.74%

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

Epes Transport System, LLC reported $250,238 in plan administrative expenses for 2024: 0.74% of average plan assets, higher than ~90% of peers. Employer contributions averaged $718 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 rose from 0.69% to 0.74%. 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 the 499th-largest of 2,005 plans among North Carolina employers on file, and the 507th of 2,677 in transportation & warehousing. In 2024, employees put in $3.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$34,323,544
Participants with balances1,123
Active participants1,315
Employer contributions$943,892
Employee contributions$3,740,918
Employer contribution per active participant$718
Average account balance$30,564
Benefits paid to participants$8,015,245
Plan auditUnmodified (clean) audit opinion
AuditorDELOITTE & TOUCHE LLPD
Plan history3
Yearassets · accounts · employer contribution
2024$34.3M · 1,123 accts · $944K emplr
2023$33.7M · 1,646 accts · $1.1M emplr
2022$29.5M · 1,740 accts · $1.0M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$43,588
Investment management$12,935
Audit (IQPA)$47,700
Total administrative$250,238
The Epes Transport System, LLC 401(k) match · 2024
Employer contribution per active participant$718
Median for plans this size$2,416
2024$718 per active participant
2023$835 per active participant
2022$727 per active participant

Epes Transport System, LLC'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
TRANSAMERICA FINANCIAL SOLUTIONS · Claims processing · Recordkeeping$48,313
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$103,715
DELOITTE AND TOUCHE, LLP · Accounting / audit$47,700
MMA SECURITIES LLC · Investment advisory (plan)$39,986

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

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

Administrative cost history3
2024$250,238 · 0.74%
2023$178,306 · 0.56%
2022$221,191 · 0.69%
Same employer
Similar plansTransportation & Warehousing · North Carolina
Ct Management, Inc. NC$48.7M · 0.32%
Direct Chassislink, Inc. NC$44.2M · 0.03%
Air T, Inc. NC$32.5M · 0.28%
Megacorp Logistics, LLC NC$30.0M · 0.90%
Eagle Transport Corporation NC$25.8M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 540409030 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.