Plan Ledger DOL Form 5500 · updated monthly

Keller Logistics Group, Inc.401(k)

THOMAS E. KELLER TRUCKING, INC. 401(K) RETIREMENT SAVINGS PLAN · DEFIANCE, OH · plan year 2024

Reported admin expense ratio · 2024
0.75%

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

Keller Logistics Group, Inc. reported $107,704 in plan administrative expenses for 2024: 0.75% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,056 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 0.68% to 0.75%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 1,544th-largest of 3,295 plans among Ohio employers on file, and the 873rd of 2,677 in transportation & warehousing. In 2024, employees put in $2.77 for every $1.00 the employer contributed; active participation has grown from 533 to 750 since 2022.

Plan summary
Net assets, end of year$15,986,007
Participants with balances741
Active participants750
Employer contributions$792,156
Employee contributions$2,197,139
Employer contribution per active participant$1,056
Average account balance$21,574
Benefits paid to participants$1,771,292
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$16.0M · 741 accts · $792K emplr
2023$12.9M · 609 accts · $640K emplr
2022$9.0M · 675 accts · $607K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$80,187
Investment management$27,517
Total administrative$107,704
The Keller Logistics Group, Inc. 401(k) match · 2024
Employer contribution per active participant$1,056
Median for plans this size$2,416
2024$1,056 per active participant
2023$1,055 per active participant
2022$1,138 per active participant

Keller Logistics Group, Inc.'s 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$80,184
VENTURE VISIONARY PARTNERS LLC · Investment advisory (plan)$27,517

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$107,704 · 0.75%
2023$94,295 · 0.86%
2022$62,068 · 0.68%
Same employer
Similar plansTransportation & Warehousing · Ohio
Cathcart Rail Holdco, LLC OH$18.6M · 0.92%
Cathcart Rail, LLC OH$17.7M · 1.00%
Cheeseman LLC OH$17.1M · 0.05%
Encore Technologies OH$15.2M · 0.47%
Hef-Usa, Inc. OH$14.9M · 0.52%
Cathcart Rail, LLC OH$14.8M · 0.60%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341942414 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.