Plan Ledger DOL Form 5500 · updated monthly

Frank C. Alegre Trucking, Inc.401(k)

FRANK C. ALEGRE TRUCKING, INC. 401(K) PLAN · LODI, CA · plan year 2024

Reported admin expense ratio · 2024
0.74%

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

Frank C. Alegre Trucking, Inc. reported $65,247 in plan administrative expenses for 2024: 0.74% of average plan assets, above the peer median. Employer contributions averaged $1,135 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 0.63% to 0.74%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in California (5,659th of 9,483), and the 1,200th of 2,677 in transportation & warehousing. In 2024, employees put in $2.83 for every $1.00 the employer contributed; active participation has grown from 223 to 255 since 2022.

Plan summary
Net assets, end of year$9,331,430
Participants with balances292
Active participants255
Employer contributions$289,315
Employee contributions$819,396
Employer contribution per active participant$1,135
Average account balance$31,957
Benefits paid to participants$1,144,723
Plan auditUnmodified (clean) audit opinion
AuditorBOWMAN & COMPANY, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$9.3M · 292 accts · $289K emplr
2023$8.2M · 263 accts · $263K emplr
2022$6.5M · 248 accts · $261K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$54,511
Total administrative$65,247
The Frank C. Alegre Trucking, Inc. 401(k) match · 2024
Employer contribution per active participant$1,135
Median for plans this size$1,313
2024$1,135 per active participant
2023$1,123 per active participant
2022$1,170 per active participant

Frank C. Alegre Trucking, Inc.'s 2024 employer contribution ran below the $1,313 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
PENSION MANAGEMENT CONSULTANTS, INC · Other servicesindirect comp
MORNINGSTAR · Investment advisory (plan)indirect comp

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

Administrative cost history3
2024$65,247 · 0.74%
2023$61,978 · 0.84%
2022$43,267 · 0.63%
Same employer
Similar plansTransportation & Warehousing · California
Aeronet, Inc. CA$10.0M · 0.34%
Mather Aviation, LLC CA$9.9M · 0.15%
S & M Moving Systems CA$9.1M · 0.39%
Apex Logistics, LLC CA$8.9M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 942243381 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.