Plan Ledger DOL Form 5500 · updated monthly

Moeller Trucking, Inc.401(k)

MOELLER TRUCKING, INC. 401 K RETIREMENT PLAN AND TRUST · MARIA STEIN, OH · plan year 2024

Reported admin expense ratio · 2024
0.47%

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

Moeller Trucking, Inc. reported $48,597 in plan administrative expenses for 2024: 0.47% of average plan assets, higher than ~75% of peers. Employer contributions averaged $882 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 0.04% to 0.47%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Ohio (1,910th of 3,295), and the 1,098th of 2,677 in transportation & warehousing. In 2024, employees put in $2.37 for every $1.00 the employer contributed; active participation has grown from 213 to 254 since 2022.

Plan summary
Net assets, end of year$10,953,595
Participants with balances114
Active participants254
Employer contributions$224,032
Employee contributions$531,492
Employer contribution per active participant$882
Average account balance$96,084
Benefits paid to participants$1,005,682
Plan auditUnmodified (clean) audit opinion
AuditorSTROH, JOHNSON & COMPANY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$11.0M · 114 accts · $224K emplr
2023$9.6M · 118 accts · $220K emplr
2022$9.4M · 132 accts · $203K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,706
Investment management$23,891
Total administrative$48,597
The Moeller Trucking, Inc. 401(k) match · 2024
Employer contribution per active participant$882
Median for plans this size$2,416
2024$882 per active participant
2023$1,037 per active participant
2022$955 per active participant

Moeller Trucking, Inc.'s 2024 employer contribution ran below the $2,416 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
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$14,321
THE PENSION DESIGN GROUP · Recordkeeping · Loan processing$10,165
WELLS FARGO ADVISORS LLC · Investment advisory (plan)$19,910

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

Administrative cost history3
2024$48,597 · 0.47%
2023$3,868 · 0.04%
2022$4,175 · 0.04%
Same employer
Similar plansTransportation & Warehousing · Ohio
Continental Express, Inc. OH$13.5M · 0.51%
Bls Trucking, Inc. OH$13.4M · 0.92%
The Arms Trucking Co. OH$10.6M · 0.47%
Crescent Park Corporation OH$10.4M · 0.45%
Jrayl Transport Inc. OH$9.9M · 0.67%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341319625 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.