Plan Ledger DOL Form 5500 · updated monthly

Napa Transportation, Inc.401(k)

NAPA TRANSPORTATION, INC. RETIREMENT PLAN · MECHANICSBURG, PA · plan year 2024

Reported admin expense ratio · 2024
0.58%

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

Napa Transportation, Inc. reported $63,522 in plan administrative expenses for 2024: 0.58% of average plan assets, higher than ~75% of peers. Employer contributions averaged $812 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 0.90% to 0.58%. 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 Pennsylvania (2,172nd of 3,651), and the 1,080th of 2,677 in transportation & warehousing. In 2024, employees put in $4.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$11,319,692
Participants with balances427
Active participants339
Employer contributions$275,281
Employee contributions$1,284,770
Employer contribution per active participant$812
Average account balance$26,510
Benefits paid to participants$2,086,098
Plan auditUnmodified (clean) audit opinion
AuditorRKL LLP
Plan history3
Yearassets · accounts · employer contribution
2024$11.3M · 427 accts · $275K emplr
2023$10.6M · 442 accts · $301K emplr
2022$9.0M · 677 accts · $303K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$62,944
Investment management$578
Total administrative$63,522
The Napa Transportation, Inc. 401(k) match · 2024
Employer contribution per active participant$812
Median for plans this size$2,416
2024$812 per active participant
2023$831 per active participant
2022$852 per active participant

Napa Transportation, 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 · 20242
ADP, INC. · Loan processing · Recordkeeping$63,563
MESIROW FINANCIAL INVESTMENT MANAGE · Loan processingindirect comp

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

Recordkeeper by year2
2024ADP
2023ADP

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

Administrative cost history3
2024$63,522 · 0.58%
2023$78,549 · 0.80%
2022$87,836 · 0.90%
Same employer
Similar plansTransportation & Warehousing · Pennsylvania
Allen Distribution PA$13.3M · 1.66%
A & S Services Group, LLC PA$12.5M · 1.18%
O. D. Anderson, Inc. PA$12.0M · 0.63%
Daniel F. Young, Inc. PA$12.0M · 0.06%
Watsontown Trucking Company PA$11.0M · 0.20%
Aaa Mid States PA$10.1M · 0.03%
Bowser-Regal, Inc. PA$9.9M · 0.06%
Franklin Logistics Inc. PA$9.7M · 0.43%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 251657908 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.