Plan Ledger DOL Form 5500 · updated monthly

Hellmann Worldwide Logistics401(k)

HELLMANN WORLDWIDE LOGISTICS, INC. 401(K) PLAN · MIAMI, FL · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Hellmann Worldwide Logistics reported $141,632 in plan administrative expenses for 2024: 0.45% of average plan assets, above the peer median. Employer contributions averaged $1,977 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 fell from 0.59% to 0.45%. 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 751st-largest of 3,644 plans among Florida employers on file, and the 521st of 2,677 in transportation & warehousing. In 2024, employees put in $3.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$33,211,449
Participants with balances674
Active participants459
Employer contributions$907,369
Employee contributions$3,196,099
Employer contribution per active participant$1,977
Average account balance$49,275
Benefits paid to participants$4,663,733
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$33.2M · 674 accts · $907K emplr
2023$30.0M · 792 accts · $878K emplr
2022$25.9M · 702 accts · $847K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$79,288
Investment management$62,344
Total administrative$141,632
The Hellmann Worldwide Logistics 401(k) match · 2024
Employer contribution per active participant$1,977
Median for plans this size$2,416
2024$1,977 per active participant
2023$2,004 per active participant
2022$1,978 per active participant

Hellmann Worldwide Logistics'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
NFP RETIREMENT INC · Investment advisory (plan)$62,344

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$141,632 · 0.45%
2023$121,650 · 0.44%
2022$163,109 · 0.59%
Same employer
Similar plansTransportation & Warehousing · Florida
Agi-Cfi Holdings, Inc. FL$34.3M · 0.52%
Gulf Air Group, Inc. FL$30.4M · 0.25%
Amports, Inc. FL$26.4M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 954140705 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.