Plan Ledger DOL Form 5500 · updated monthly

Louis V. Lepak Trucking Co., Inc.401(k)

LOUIS V. LEPAK TRUCKING CO., INC. 401K SAVINGS · OKLAHOMA CITY, OK · plan year 2022

Reported admin expense ratio · 2022
0.34%

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

Louis V. Lepak Trucking Co., Inc. reported $16,716 in plan administrative expenses for 2022: 0.34% of average plan assets, below the peer median. Employer contributions averaged $5,113 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 0.34% to 0.29%. The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Oklahoma (566th of 724), and 1,735th of 2,677 in transportation & warehousing. In 2022, the employer put in $3.61 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$4,358,144
Participants with balances353
Active participants220
Employer contributions$1,124,901
Employee contributions$311,756
Employer contribution per active participant$5,113
Average account balance$12,346
Benefits paid to participants$1,994,776
Plan auditUnmodified (clean) audit opinion
AuditorROSE ROCK CPAS, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$3.8M · 313 accts · $658K emplr
2023$3.6M · 324 accts · $781K emplr
2022$4.4M · 353 accts · $1.1M emplr
The Louis V. Lepak Trucking Co., Inc. 401(k) match · 2022
Employer contribution per active participant$5,113
Median for plans this size$1,114
2024$5,719 per active participant
2023$5,963 per active participant
2022$5,113 per active participant

Louis V. Lepak Trucking Co., Inc.'s 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$10,690 · 0.29%
2023$17,940 · 0.45%
2022$16,716 · 0.34%
Similar plansTransportation & Warehousing · Oklahoma
Lugreg Trucking, LLC OK$6.2M · 0.59%
Paul Transportation, Inc. OK$3.5M · 0.65%
Western Flyer Express LLC OK$3.0M · 1.07%
Acord Companies OK$2.6M · 0.01%
Tvc Pro-Driver, Inc. OK$2.5M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731001401 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.