Plan Ledger DOL Form 5500 · updated monthly

Lds Transportation Holdings, LLC401(k)

LDS TRANSPORTATION HOLDINGS, LLC RETIREMENT AND 401-K SAVINGS PLAN · ST. LOUIS, MO · plan year 2023

Reported admin expense ratio · 2023
0.71%

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

Lds Transportation Holdings, LLC reported $66,248 in plan administrative expenses for 2023: 0.71% of average plan assets, above the peer median. Employer contributions averaged $2,613 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 1 year on file its reported administrative ratio rose from 0.28% to 0.71%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Missouri (811th of 1,393), and the 1,097th of 2,677 in transportation & warehousing. In 2023, the employer put in $1.08 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$10,953,997
Participants with balances346
Active participants562
Employer contributions$1,468,235
Employee contributions$1,363,271
Employer contribution per active participant$2,613
Average account balance$31,659
Benefits paid to participants$1,266,446
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$11.0M · 346 accts · $1.5M emplr
2022$7.8M · 235 accts · $296K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$31,721
Investment management$34,527
Total administrative$66,248
The Lds Transportation Holdings, LLC 401(k) match · 2023
Employer contribution per active participant$2,613
Median for plans this size$1,308
2023$2,613 per active participant
2022$577 per active participant

Lds Transportation Holdings, LLC's 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
CREATIVE PLANNING, INC · Investment advisory (plan)$34,527
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$31,721

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

Administrative cost history2
2023$66,248 · 0.71%
2022$22,740 · 0.28%
Similar plansTransportation & Warehousing · Missouri
Tvs Scs North America, Inc. MO$13.0M · 0.70%
Tri-National, Inc. MO$11.2M · 0.71%
Wagner Industries, LLC MO$10.9M · 0.85%
Sunset Transportation, LLC MO$10.4M · 0.53%
Wilson Logistics, Inc. MO$8.7M · 0.25%

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Source: U.S. Department of Labor, Form 5500 series, EIN 833563628 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.