Plan Ledger DOL Form 5500 · updated monthly

Goexpedi401(k)

GOEXPEDI 401(K) PLAN · HOUSTON, TX · plan year 2022

Reported admin expense ratio · 2022
0.33%

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

Goexpedi reported $5,877 in plan administrative expenses for 2022: 0.33% of average plan assets, below the peer median. Employer contributions averaged $0 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 1 year on file its reported administrative ratio rose from 0.33% to 0.49%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Texas (5,046th of 5,688), and 4,082nd of 4,246 in wholesale trade.

Plan summary
Net assets, end of year$1,636,400
Participants with balances295
Active participants134
Employer contributions$0
Employee contributions$553,056
Employer contribution per active participant$0
Average account balance$5,547
Benefits paid to participants$574,704
Plan auditUnmodified (clean) audit opinion
AuditorYULISHANA, INC.
Plan history2
Yearassets · accounts · employer contribution
2023$1.4M · 140 accts
2022$1.6M · 295 accts
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$122
Investment management$5,755
Total administrative$5,877
The Goexpedi 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

Goexpedi'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 history2
2023$7,591 · 0.49%
2022$5,877 · 0.33%
Same employer
Similar plansWholesale Trade · Texas
King Supply Company LLC TX$2.0M · 1.04%
Rowan Cornil, Inc. TX$1.7M · 0.15%
4REFUEL US, LLC TX$1.7M · 2.86%
Nogales Produce, Inc. TX$1.3M · 2.83%

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Source: U.S. Department of Labor, Form 5500 series, EIN 825047697 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.