Plan Ledger DOL Form 5500 · updated monthly

Helix Traffic Solutions, LLC401(k)

HELIX TRAFFIC SOLUTIONS 401(K) PLAN · MURFREESBORO, TN · plan year 2024

Reported admin expense ratio · 2024
0.67%

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

Helix Traffic Solutions, LLC reported $93,340 in plan administrative expenses for 2024: 0.67% of average plan assets, higher than ~90% of peers. Employer contributions averaged $847 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 0.08% to 0.67%. 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 626th-largest of 1,496 plans among Tennessee employers on file, and the 847th of 2,677 in transportation & warehousing. In 2024, employees put in $1.35 for every $1.00 the employer contributed; active participation has grown from 2,059 to 2,386 since 2022.

Plan summary
Net assets, end of year$16,527,802
Participants with balances922
Active participants2,386
Employer contributions$2,021,582
Employee contributions$2,730,579
Employer contribution per active participant$847
Average account balance$17,926
Benefits paid to participants$2,494,116
Plan auditUnmodified (clean) audit opinion
AuditorECP ACCOUNTING, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$16.5M · 922 accts · $2.0M emplr
2023$11.1M · 899 accts · $1.7M emplr
2022$5.5M · 761 accts · $898K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$53,952
Investment management$39,388
Total administrative$93,340
The Helix Traffic Solutions, LLC 401(k) match · 2024
Employer contribution per active participant$847
Median for plans this size$2,416
2024$847 per active participant
2023$805 per active participant
2022$436 per active participant

Helix Traffic Solutions, LLC's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
JOHN HANCOCK LIFE INSURANCE · Recordkeeping$53,952
B. RILEY WEALTH ADVISORS, INC. · Investment advisory (participants)$33,675
DUNCAN WILLIAMS ASSET MANAGEMENT · Investment advisory (participants)$5,713

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$93,340 · 0.67%
2023$40,694 · 0.49%
2022$4,100 · 0.08%
Same employer
Similar plansTransportation & Warehousing · Tennessee
Tcw Admin, Inc. TN$19.5M · 0.82%
Danny Herman Trucking, Inc. TN$19.3M · 0.46%
Ozark Motor Lines, Inc TN$17.6M · 0.21%
Ascend Leasing, LLC TN$14.4M · 1.43%
Axle Logistics, LLC TN$14.3M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 822510008 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.