Plan Ledger DOL Form 5500 · updated monthly

Jeff Foster Trucking, Inc.401(k)

JEFF FOSTER TRUCKING, INC. 401(K) PLAN · SUPERIOR, WI · plan year 2022

Reported admin expense ratio · 2022
0.48%

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

Jeff Foster Trucking, Inc. reported $22,893 in plan administrative expenses for 2022: 0.48% of average plan assets, above the peer median. Employer contributions averaged $229 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Wisconsin (1,680th of 1,936), and 1,750th of 2,677 in transportation & warehousing. In 2022, employees put in $5.97 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,245,663
Participants with balances47
Active participants127
Employer contributions$29,036
Employee contributions$173,232
Employer contribution per active participant$229
Average account balance$90,333
Benefits paid to participants$336,059
Plan auditUnmodified (clean) audit opinion
AuditorESTERBROOKS CERTIFIED PUBLIC ACCOUN
The Jeff Foster Trucking, Inc. 401(k) match · 2022
Employer contribution per active participant$229
Median for plans this size$1,114

Jeff Foster Trucking, Inc.'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 history1
2022$22,893 · 0.48%
Same employer
Similar plansTransportation & Warehousing · Wisconsin
Fuchs Trucking LLC WI$4.7M · 0.05%
Plainfield Trucking, Inc. WI$4.6M · 0.61%
Cedar Grove Warehouse Inc WI$4.5M · 0.71%
Telford Aviation Inc WI$3.9M · 0.73%
Prince Corporation WI$3.7M · 0.39%
Karl's Transport, Inc. WI$3.4M · 0.81%
Air Cargo Carriers, LLC WI$3.2M · 0.77%

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Source: U.S. Department of Labor, Form 5500 series, EIN 411509153 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.