Plan Ledger DOL Form 5500 · updated monthly

Itg Transportation Services, Inc.401(k)

ITG TRANSPORTATION SERVICES, INC. RETIREMENT PLAN · LISLE, IL · plan year 2023

Reported admin expense ratio · 2023
1.03%

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

Itg Transportation Services, Inc. reported $34,026 in plan administrative expenses for 2023: 1.03% of average plan assets, higher than ~75% of peers. 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 0.96% to 1.03%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Illinois (3,150th of 3,702), and 1,845th of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$3,565,530
Participants with balances94
Active participants105
Employer contributions$0
Employee contributions$540,700
Employer contribution per active participant$0
Average account balance$37,931
Benefits paid to participants$508,100
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$3.6M · 94 accts
2022$3.1M · 110 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$15,364
Investment management$18,662
Total administrative$34,026
The Itg Transportation Services, Inc. 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$1,308

Itg Transportation Services, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$15,364
HUNTINGTON NATIONAL BANK · Investment advisory (plan)$11,826

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

Administrative cost history2
2023$34,026 · 1.03%
2022$31,435 · 0.96%
Same employer
Similar plansTransportation & Warehousing · Illinois
T.H. Ryan Cartage Co. IL$4.1M · 0.69%
Double D Express, Inc. IL$3.9M · 0.61%
Jung Truck Service, Inc. IL$3.6M · 0.07%
Logistics Resources, LLC IL$3.3M · 0.74%
De Lasalle Institute IL$3.2M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363860725 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.