Plan Ledger DOL Form 5500 · updated monthly

Executive Transportation, Inc.401(k)

EXECUTIVE TRANSPORTATION 401(K) PLAN · NEWPORT, KY · plan year 2022

Reported admin expense ratio · 2022
1.01%

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

Executive Transportation, Inc. reported $11,712 in plan administrative expenses for 2022: 1.01% of average plan assets, higher than ~75% of peers. Employer contributions averaged $380 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.

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 Kentucky (817th of 871), and 2,285th of 2,677 in transportation & warehousing. In 2022, employees put in $3.08 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,147,516
Participants with balances52
Active participants162
Employer contributions$61,536
Employee contributions$189,709
Employer contribution per active participant$380
Average account balance$22,068
Benefits paid to participants$101,033
Plan auditUnmodified (clean) audit opinion
AuditorVONLEHMAN & COMPANY
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$5,069
Investment management$6,643
Total administrative$11,712
The Executive Transportation, Inc. 401(k) match · 2022
Employer contribution per active participant$380
Median for plans this size$1,114

Executive Transportation, Inc.'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.

Administrative cost history1
2022$11,712 · 1.01%
Similar plansTransportation & Warehousing · Kentucky
Mr P. Express KY$3.4M · 0.67%
Houston-Johnson Inc. KY$1.3M · 1.16%
Pyles Transport Inc. KY$919K · 0.57%
Hill Transportation Inc. KY$586K · 2.21%

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Source: U.S. Department of Labor, Form 5500 series, EIN 611131457 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.