Plan Ledger DOL Form 5500 · updated monthly

Lugreg Trucking, LLC401(k)

LUGREG TRUCKING 401K PLAN · KINGFISHER, OK · plan year 2024

Reported admin expense ratio · 2024
0.59%

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

Lugreg Trucking, LLC reported $34,109 in plan administrative expenses for 2024: 0.59% of average plan assets, above the peer median. Employer contributions averaged $1,821 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 0.29% to 0.59%. 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 Oklahoma (505th of 724), and 1,486th of 2,677 in transportation & warehousing. In 2024, employees put in $1.75 for every $1.00 the employer contributed; active participation has grown from 131 to 146 since 2022.

Plan summary
Net assets, end of year$6,242,230
Participants with balances114
Active participants146
Employer contributions$265,797
Employee contributions$464,271
Employer contribution per active participant$1,821
Average account balance$54,756
Benefits paid to participants$502,988
Plan auditUnmodified (clean) audit opinion
AuditorPETERS & CHANDLER, P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$6.2M · 114 accts · $266K emplr
2023$5.3M · 108 accts · $110K emplr
2022$5.6M · 118 accts · $94K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,466
Investment management$18,000
Trustee / custodial$4,643
Total administrative$34,109
The Lugreg Trucking, LLC 401(k) match · 2024
Employer contribution per active participant$1,821
Median for plans this size$1,313
2024$1,821 per active participant
2023$746 per active participant
2022$719 per active participant

Lugreg Trucking, LLC's 2024 employer contribution ran above 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
INTRUST BANK, N.A. · Recordkeeping · Trustee (discretionary)$34,110

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

Recordkeeper by year2
2024INTRUST BANK, N.A.
2023INTRUST BANK, N.A., RETIREMENT, LLC

This plan has changed recordkeepers within these filings. If you left Lugreg Trucking, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$34,109 · 0.59%
2023$12,283 · 0.23%
2022$19,521 · 0.29%
Same employer
Similar plansTransportation & Warehousing · Oklahoma
Tlley Trucking, LLC OK$10.1M · 0.73%
Paul Transportation, Inc. OK$3.5M · 0.65%
Western Flyer Express LLC OK$3.0M · 1.07%
Acord Companies OK$2.6M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731113430 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.