Plan Ledger DOL Form 5500 · updated monthly

Legacy Transportation Services, Inc.401(k)

LEGACY TRANSPORTATION 401(K) PLAN · SAN JOSE, CA · plan year 2024

Reported admin expense ratio · 2024
0.40%

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

Legacy Transportation Services, Inc. reported $39,536 in plan administrative expenses for 2024: 0.40% of average plan assets, below the peer median. Employer contributions averaged $1,081 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 0.33% to 0.40%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in California (5,381st of 9,483), and the 1,140th of 2,677 in transportation & warehousing. In 2024, employees put in $2.81 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,251,839
Participants with balances260
Active participants185
Employer contributions$200,000
Employee contributions$561,690
Employer contribution per active participant$1,081
Average account balance$39,430
Benefits paid to participants$679,453
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$10.3M · 260 accts · $200K emplr
2023$9.3M · 254 accts · $250K emplr
2022$8.0M · 277 accts · $100K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,813
Investment management$18,673
Total administrative$39,536
The Legacy Transportation Services, Inc. 401(k) match · 2024
Employer contribution per active participant$1,081
Median for plans this size$1,313
2024$1,081 per active participant
2023$1,359 per active participant
2022$543 per active participant

Legacy Transportation Services, Inc.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$17,081

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

Administrative cost history3
2024$39,536 · 0.40%
2023$36,123 · 0.42%
2022$27,863 · 0.33%
Same employer
Similar plansTransportation & Warehousing · California
Meiko America, Inc. CA$10.7M · 0.05%
Tiger Lines, LLC CA$10.6M · 0.71%
Curtin Maritime CA$10.3M · 0.69%
Aeronet, Inc. CA$10.0M · 0.34%
Mather Aviation, LLC CA$9.9M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 770288215 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.