Plan Ledger DOL Form 5500 · updated monthly

Evo Transportation and Energy Services401(k)

EVO 401(K) PLAN · PHOENIX, AZ · plan year 2022

Reported admin expense ratio · 2022
1.44%

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

Evo Transportation and Energy Services reported $131,973 in plan administrative expenses for 2022: 1.44% of average plan assets, higher than ~90% of peers. Employer contributions averaged $411 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 1.44% to 1.94%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Arizona (658th of 1,285), and the 1,286th of 2,677 in transportation & warehousing. In 2022, the employer put in $1.17 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$8,083,176
Participants with balances1,384
Active participants2,827
Employer contributions$1,161,759
Employee contributions$993,908
Employer contribution per active participant$411
Average account balance$5,840
Benefits paid to participants$2,826,155
Plan auditDisclaimer of opinion
AuditorBAS PARTNERS, LLC
Plan history3
Yearassets · accounts · employer contribution
2024$7.8M · 592 accts · $543K emplr
2023$7.7M · 846 accts · $594K emplr
2022$8.1M · 1,384 accts · $1.2M emplr
Administrative expenses, itemized · 2022
Investment management$20,869
Professional / advisory$111,104
Total administrative$131,973
The Evo Transportation and Energy Services 401(k) match · 2022
Employer contribution per active participant$411
Median for plans this size$1,114
2024$357 per active participant
2023$379 per active participant
2022$411 per active participant

Evo Transportation and Energy Services's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Recordkeeper by year2
2024Empower
2023Empower

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Administrative cost history3
2024$150,112 · 1.94%
2023$189,971 · 2.41%
2022$131,973 · 1.44%
Similar plansTransportation & Warehousing · Arizona
Avair, LLC AZ$12.5M
Horizon Lines, LLC AZ$9.2M · 0.12%
Cti, Inc. AZ$8.9M · 0.54%
Pink Jeep Tours, LLC AZ$7.9M · 0.23%
L.J. Leasing, Inc. AZ$5.6M · 1.19%

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Source: U.S. Department of Labor, Form 5500 series, EIN 833508235 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.