Plan Ledger DOL Form 5500 · updated monthly

Evans Transportation401(k)

EVANS TRANSPORTATION SERVICES 401(K) PROFIT SHARING PLAN · DELAFIELD, WI · plan year 2024

Reported admin expense ratio · 2024
0.08%

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

Evans Transportation reported $8,399 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,670 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 0.03% to 0.08%. 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 Wisconsin (1,181st of 1,936), and the 1,040th of 2,677 in transportation & warehousing. In 2024, employees put in $1.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,009,353
Participants with balances161
Active participants132
Employer contributions$484,419
Employee contributions$880,901
Employer contribution per active participant$3,670
Average account balance$74,592
Benefits paid to participants$815,217
Plan auditUnmodified (clean) audit opinion
AuditorCHORTEK LLP
Plan history2
Yearassets · accounts · employer contribution
2024$12.0M · 161 accts · $484K emplr
2023$9.7M · 133 accts · $420K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,399
Total administrative$8,399
The Evans Transportation 401(k) match · 2024
Employer contribution per active participant$3,670
Median for plans this size$2,416
2024$3,670 per active participant
2023$3,782 per active participant

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

Administrative cost history2
2024$8,399 · 0.08%
2023$2,605 · 0.03%
Same employer
Similar plansTransportation & Warehousing · Wisconsin
Potato King, Inc. WI$12.3M · 0.51%
Tax Airfreight, Inc. WI$12.2M · 0.50%
Valley Express LLC WI$11.4M · 0.45%
B & K Transportation, Inc. WI$11.0M · 0.53%
Rgl Holdings, Inc. WI$10.2M · 0.34%
Airoldi Brothers, Inc. WI$9.9M · 0.72%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391498620 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.