Plan Ledger DOL Form 5500 · updated monthly

Mashburn Transportation Services, Inc.401(k)

MASHBURN TRANSPORTATION SERVICES, INC 401(K) PLAN · BAKERSFIELD, CA · plan year 2022

Reported admin expense ratio · 2022
1.66%

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

Mashburn Transportation Services, Inc. reported $20,577 in plan administrative expenses for 2022: 1.66% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,848 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 transportation & warehousing employers. By assets it is among the smaller plans on file in California (8,636th of 9,483), and 2,247th of 2,677 in transportation & warehousing. In 2022, employees put in $1.59 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,329,976
Participants with balances62
Active participants114
Employer contributions$210,701
Employee contributions$334,328
Employer contribution per active participant$1,848
Average account balance$21,451
Benefits paid to participants$142,259
Plan auditUnmodified (clean) audit opinion
AuditorJWT & ASSOCIATES, LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$20,577
Total administrative$20,577
The Mashburn Transportation Services, Inc. 401(k) match · 2022
Employer contribution per active participant$1,848
Median for plans this size$1,114

Mashburn Transportation Services, Inc.'s 2022 employer contribution ran above 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 history1
2022$20,577 · 1.66%
Same employer
Similar plansTransportation & Warehousing · California
Dalton Trucking, Inc. CA$1.4M · 0.20%
Air China Limited CA$1.4M · 0.53%
Madden Corporation CA$1.4M · 0.64%
Global Paratransit, Inc CA$1.3M · 0.18%
Meathead Movers, Inc. CA$1.3M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300035715 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.