Plan Ledger DOL Form 5500 · updated monthly

National Retail Transportation, Inc.401(k)

NRT CA RETIREMENT PLAN · NORTH BERGEN, NJ · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

National Retail Transportation, Inc. reported $4,170 in plan administrative expenses for 2024: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,585 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 0.19% to 0.13%. 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 New Jersey (1,988th of 2,419), and 1,816th of 2,677 in transportation & warehousing. In 2024, the employer put in $2.28 for every $1.00 employees contributed themselves; active participation has grown from 360 to 435 since 2022.

Plan summary
Net assets, end of year$3,752,479
Participants with balances446
Active participants435
Employer contributions$689,645
Employee contributions$301,835
Employer contribution per active participant$1,585
Average account balance$8,414
Benefits paid to participants$128,830
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.8M · 446 accts · $690K emplr
2023$2.6M · 407 accts · $578K emplr
2022$1.7M · 301 accts · $411K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,170
Total administrative$4,170
The National Retail Transportation, Inc. 401(k) match · 2024
Employer contribution per active participant$1,585
Median for plans this size$1,313
2024$1,585 per active participant
2023$1,411 per active participant
2022$1,142 per active participant

National Retail Transportation, Inc.'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 · 20242
NATIONWIDE INSURANCE · Recordkeeping · Custodial (securities)$29,277
INTAC · Pension consulting$3,365

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

Recordkeeper by year2
2024Nationwide
2023Nationwide

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

Administrative cost history3
2024$4,170 · 0.13%
2023$27,277 · 1.28%
2022$3,005 · 0.19%
Similar plansTransportation & Warehousing · New Jersey
A-1 Limousine, Inc. NJ$4.7M · 0.33%
Saadia Group, LLC NJ$3.8M · 0.78%
Fusion Transport, LLC NJ$3.8M · 0.57%
Decamp Bus Lines, Inc. NJ$3.6M · 0.94%
George Dapper, Inc. NJ$3.3M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222250997 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.