Plan Ledger DOL Form 5500 · updated monthly

Fort Worth Carrier Corporation401(k)

FORT WORTH CARRIER CORP. SEC. 401(K) SALARY REDUCTION PLAN · FORT WORTH, TX · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Fort Worth Carrier Corporation reported $8,290 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $4,255 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 0.04% to 0.05%. 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 2,342nd-largest of 5,688 plans among Texas employers on file, and the 876th of 2,677 in transportation & warehousing. In 2024, employees put in $1.57 for every $1.00 the employer contributed; active participation has shrunk from 175 to 157 since 2022.

Plan summary
Net assets, end of year$15,885,736
Participants with balances209
Active participants157
Employer contributions$668,095
Employee contributions$1,046,234
Employer contribution per active participant$4,255
Average account balance$76,008
Benefits paid to participants$2,219,464
Plan auditUnmodified (clean) audit opinion
AuditorVAIL & PARK, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$15.9M · 209 accts · $668K emplr
2023$14.4M · 220 accts · $631K emplr
2022$13.8M · 228 accts · $610K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$8,290
Total administrative$8,290
The Fort Worth Carrier Corporation 401(k) match · 2024
Employer contribution per active participant$4,255
Median for plans this size$2,416
2024$4,255 per active participant
2023$3,943 per active participant
2022$3,484 per active participant

Fort Worth Carrier Corporation's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ADP, INC. · Recordkeeping$8,289
ADP BROKER-DEALERindirect comp

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
2023ADP

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

Administrative cost history3
2024$8,290 · 0.05%
2023$7,834 · 0.06%
2022$5,584 · 0.04%
Same employer
Similar plansTransportation & Warehousing · Texas
Premier Trailers, LLC TX$19.2M · 0.00%
Gulf Stream Marine, Inc. TX$17.8M · 0.19%
Uship, Inc TX$17.4M · 0.39%
Enstor Gas, LLC TX$15.6M · 0.11%
Nextdecade Lng, LLC TX$15.0M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751642640 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.