Plan Ledger DOL Form 5500 · updated monthly

Fitzmark, LLC401(k)

FITZMARK, LLC 401(K) PLAN · INDIANAPOLIS, IN · plan year 2024

Reported admin expense ratio · 2024
1.36%

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

Fitzmark, LLC reported $198,437 in plan administrative expenses for 2024: 1.36% of average plan assets, higher than ~90% of peers. Employer contributions averaged $2,010 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 1.11% to 1.36%. 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 665th-largest of 1,562 plans among Indiana employers on file, and the 848th of 2,677 in transportation & warehousing. In 2024, employees put in $2.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,497,264
Participants with balances407
Active participants340
Employer contributions$683,334
Employee contributions$1,797,604
Employer contribution per active participant$2,010
Average account balance$40,534
Benefits paid to participants$712,796
Plan auditUnmodified (clean) audit opinion
AuditorDONOVAN CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$16.5M · 407 accts · $683K emplr
2023$12.8M · 417 accts · $678K emplr
2022$8.9M · 383 accts · $688K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$65,350
Investment management$57,924
Total administrative$198,437
The Fitzmark, LLC 401(k) match · 2024
Employer contribution per active participant$2,010
Median for plans this size$2,416
2024$2,010 per active participant
2023$1,915 per active participant
2022$2,170 per active participant

Fitzmark, LLC's 2024 employer contribution ran below 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.

Service providers · 20242
ADP, INC. · Loan processing · Recordkeeping$65,349
JARRED BUNCH CONSULTING · Recordkeeping · Trustee$57,924

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

Recordkeeper by year2
2024ADP, JARRED BUNCH CONSULTING
2023ADP, JARRED BUNCH CONSULTING

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

Administrative cost history3
2024$198,437 · 1.36%
2023$100,391 · 0.92%
2022$97,606 · 1.11%
Same employer
Similar plansTransportation & Warehousing · Indiana
Carter Express, Inc. IN$27.6M · 0.12%
Protrans International, LLC IN$23.9M · 0.56%
Al Warren Oil Company IN$22.3M · 0.58%
Sodrel Truck Lines, Inc. IN$16.5M · 0.07%
Spot Freight Inc IN$14.9M · 0.51%
Al Warren Oil Company IN$14.9M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 205842234 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.