Plan Ledger DOL Form 5500 · updated monthly

Itr Concession Company, LLC401(k)

ITR CONCESSION COMPANY, LLC 401(K) PLAN · ELKHART, IN · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Itr Concession Company, LLC reported $46,063 in plan administrative expenses for 2024: 0.53% of average plan assets, below the peer median. Employer contributions averaged $2,009 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 0.48% to 0.53%. 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 Indiana (908th of 1,562), and the 1,185th of 2,677 in transportation & warehousing. In 2024, employees put in $1.83 for every $1.00 the employer contributed; active participation has grown from 185 to 245 since 2022.

Plan summary
Net assets, end of year$9,589,437
Participants with balances266
Active participants245
Employer contributions$492,088
Employee contributions$900,199
Employer contribution per active participant$2,009
Average account balance$36,051
Benefits paid to participants$933,494
Plan auditUnmodified (clean) audit opinion
AuditorAPPLEGATE & COMPANY CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$9.6M · 266 accts · $492K emplr
2023$7.9M · 278 accts · $469K emplr
2022$5.9M · 204 accts · $215K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$46,063
Total administrative$46,063
The Itr Concession Company, LLC 401(k) match · 2024
Employer contribution per active participant$2,009
Median for plans this size$1,313
2024$2,009 per active participant
2023$1,816 per active participant
2022$1,165 per active participant

Itr Concession Company, LLC's 2024 employer contribution ran above 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 · 20241
ADP, INC. · Loan processing · Recordkeeping$46,063

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

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$46,063 · 0.53%
2023$37,652 · 0.55%
2022$29,866 · 0.48%
Same employer
Similar plansTransportation & Warehousing · Indiana
Fraley & Schilling, Inc. IN$10.7M · 0.69%
Comlux America, LLC IN$9.7M · 0.47%
MD Logistics LLC IN$9.0M · 0.07%
AG Trucking, Inc. IN$9.0M · 1.11%
Days LLC dba Eq United IN$7.6M · 0.47%
Online Transport, Inc. IN$7.6M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 043840293 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.