Plan Ledger DOL Form 5500 · updated monthly

Kaser Fleet, LLC401(k)

ROYAL EXCURSION 401(K) PLAN & TRUST · MISHAWAKA, IN · plan year 2022

Reported admin expense ratio · 2022
0.03%

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

Kaser Fleet, LLC reported $450 in plan administrative expenses for 2022: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $589 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 Indiana (1,476th of 1,562), and 2,267th of 2,677 in transportation & warehousing. In 2022, employees put in $1.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,216,825
Participants with balances42
Active participants91
Employer contributions$53,581
Employee contributions$89,234
Employer contribution per active participant$589
Average account balance$28,972
Benefits paid to participants$37,591
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$450
Total administrative$450
The Kaser Fleet, LLC 401(k) match · 2022
Employer contribution per active participant$589
Median for plans this size$1,114

Kaser Fleet, LLC's 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$450 · 0.03%
Similar plansTransportation & Warehousing · Indiana
United Trailers LLC. IN$1.6M · 0.17%
Summitt Trucking, LLC IN$1.4M · 1.09%
Amax Mobility LLC IN$556K · 0.25%
Circle Logistics, Inc. IN$465K · 2.03%
Crucial Mile Logitics LLC IN$462K · 0.49%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 810854705 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.