Plan Ledger DOL Form 5500 · updated monthly

Loomis Armored US, LLC401(k)

LOOMIS 401(K) PRE-TAX SAVINGS PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Loomis Armored US, LLC reported $433,213 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $514 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 fell from 0.48% to 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 327th-largest of 5,688 plans among Texas employers on file, and the 132nd of 2,677 in transportation & warehousing. In 2024, employees put in $5.34 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$258,353,353
Participants with balances12,301
Active participants10,258
Employer contributions$5,275,168
Employee contributions$28,180,529
Employer contribution per active participant$514
Average account balance$21,003
Benefits paid to participants$35,476,947
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$258.4M · 12,301 accts · $5.3M emplr
2023$232.6M · 14,622 accts · $6.1M emplr
2022$195.2M · 14,041 accts · $5.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$240,108
Investment management$171,705
Audit (IQPA)$21,400
Total administrative$433,213
The Loomis Armored US, LLC 401(k) match · 2024
Employer contribution per active participant$514
Median for plans this size$3,635
2024$514 per active participant
2023$581 per active participant
2022$557 per active participant

Loomis Armored US, LLC's 2024 employer contribution ran below the $3,635 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 · 20243
MERRILL LYNCH, PIERCE, FENNER AND S · Recordkeeping$240,133
MERCER INVESTMENTS LLC$171,705
DOEREN MAYHEW ASSURANCE · Accounting / audit$21,400

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

Recordkeeper by year2
2024Bank of America / Merrill
2023Bank of America / Merrill

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

Administrative cost history3
2024$433,213 · 0.18%
2023$767,984 · 0.36%
2022$994,183 · 0.48%
Same employer
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Targa Resources LLC TX$612.6M · 0.04%
Rush Enterprises, Inc. TX$548.3M · 0.15%
Nustar Services Company LLC TX$328.6M · 0.07%
Uber Freight US LLC TX$212.5M · 0.06%
Bristow Group Inc. TX$189.5M · 0.02%
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Stolt-Nielsen USA Inc. TX$143.1M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 750117200 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.