Plan Ledger DOL Form 5500 · updated monthly

Load Trail LLC401(k)

LOAD TRAIL 401(K) PLAN · SUMNER, TX · plan year 2022

Reported admin expense ratio · 2022
0.47%

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

Load Trail LLC reported $7,104 in plan administrative expenses for 2022: 0.47% of average plan assets, below the peer median. Employer contributions averaged $831 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 agriculture, forestry & fishing employers. By assets it is among the smaller plans on file in Texas (5,062nd of 5,688), and 829th of 945 in agriculture, forestry & fishing. In 2022, employees put in $1.38 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,602,363
Participants with balances65
Active participants293
Employer contributions$243,446
Employee contributions$334,757
Employer contribution per active participant$831
Average account balance$24,652
Benefits paid to participants$115,063
Plan auditUnmodified (clean) audit opinion
AuditorRSM US LLP
Plan history2
Yearassets · accounts · employer contribution
2024$0 · $205K emplr
2022$1.6M · 65 accts · $243K emplr
The Load Trail LLC 401(k) match · 2022
Employer contribution per active participant$831
Median for plans this size$1,114

Load Trail 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 history2
2024Not separately reported
2022$7,104 · 0.47%
Same employer
Similar plansAgriculture, Forestry & Fishing · Texas
Mexcor Texas, LLC TX$2.2M · 1.15%
Twinwood (U.S.), Inc. TX$805K · 0.14%
Dollins Pecan Co., Inc. TX$792K · 0.14%
Hirepower Personnel, Inc. TX$578K · 0.77%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752634771 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.