Plan Ledger DOL Form 5500 · updated monthly

K-Trans Management Inc.Profit-sharing plan

KNOXVILLE TRANSIT RETIREMENT PLAN · KNOXVILLE, TN · plan year 2022

Reported admin expense ratio · 2022
6.96%

K-Trans Management Inc. reported $210,734 in plan administrative expenses for 2022: 6.96% of average plan assets, higher than ~90% of peers. 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 Tennessee (1,492nd of 1,496), and 2,665th of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$15,824
Participants with balances0
Active participants0
Employer contributions$66,406
Employee contributions$0
Employer contribution per active participant—
Average account balance—
Benefits paid to participants$426,825
Plan auditUnmodified (clean) audit opinion
AuditorPUGH & COMPANY, PC
Administrative expenses, itemized · 2022
Investment management$30,972
Professional / advisory$37,028
Total administrative$210,734
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$210,734 · 6.96%
Same employer
Similar plansTransportation & Warehousing · Tennessee
Assured Xpress LLC TN$317K · 0.37%
Commitment Logistics LLC TN$307K · 0.46%
Max Trans, LLC TN$100K · 0.58%
Ejbs Logistics TN$78K · 0.52%
Milum, Inc. FL$28K · 3.52%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 621525853 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.