Plan Ledger DOL Form 5500 · updated monthly

Epps Air Service, LLC401(k)

EPPS AIR SERVICE, INC. 401(K) PROFIT SHARING PLAN · ATLANTA, GA · plan year 2023

Reported admin expense ratio · 2023
0.27%

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

Epps Air Service, LLC reported $89,907 in plan administrative expenses for 2023: 0.27% of average plan assets, below the peer median. Employer contributions averaged $2,717 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 1 year on file its reported administrative ratio rose from 0.25% to 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 604th-largest of 2,160 plans among Georgia employers on file, and the 490th of 2,677 in transportation & warehousing. In 2023, employees put in $3.51 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$35,536,007
Participants with balances193
Active participants142
Employer contributions$385,832
Employee contributions$1,353,392
Employer contribution per active participant$2,717
Average account balance$184,124
Benefits paid to participants$2,095,647
Plan auditUnmodified (clean) audit opinion
AuditorMARCUM, LLP
Plan history2
Yearassets · accounts · employer contribution
2023$35.5M · 193 accts · $386K emplr
2022$30.5M · 189 accts · $1.2M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$89,907
Total administrative$89,907
The Epps Air Service, LLC 401(k) match · 2023
Employer contribution per active participant$2,717
Median for plans this size$2,440
2023$2,717 per active participant
2022$8,068 per active participant

Epps Air Service, LLC's 2023 employer contribution ran above the $2,440 median for plans its size. 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 · 20232
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$89,090
ARISTA ADVISORY GROUP · Investment advisory (plan)indirect comp

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

Administrative cost history2
2023$89,907 · 0.27%
2022$87,511 · 0.25%
Similar plansTransportation & Warehousing · Georgia
Capstone Logistics, LLC GA$50.3M · 0.93%
Lazer Spot, Inc. GA$46.4M · 0.59%
Phoenix Air Group, Inc. GA$26.9M · 0.23%
Bgdc Distribution LLC GA$18.8M · 0.28%

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Source: U.S. Department of Labor, Form 5500 series, EIN 580903303 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.