Plan Ledger DOL Form 5500 · updated monthly

Office Three Sixty, Inc.401(k)

OFFICE360 401(K) PLAN · INDIANAPOLIS, IN · plan year 2023

Reported admin expense ratio · 2023
0.01%

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

Office Three Sixty, Inc. reported $789 in plan administrative expenses for 2023: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,395 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 1 year on file its reported administrative ratio rose from 0.01% to 0.43%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Indiana (1,019th of 1,562), and 1,351st of 2,677 in transportation & warehousing. In 2023, employees put in $2.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,486,449
Participants with balances97
Active participants145
Employer contributions$202,271
Employee contributions$490,351
Employer contribution per active participant$1,395
Average account balance$77,180
Benefits paid to participants$149,873
Plan auditUnmodified (clean) audit opinion
AuditorLONG & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$7.2M · 95 accts · $202K emplr
2023$7.5M · 97 accts · $202K emplr
2022$5.8M · 100 accts · $196K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$439
Investment management$175
Audit (IQPA)$175
Total administrative$789
The Office Three Sixty, Inc. 401(k) match · 2023
Employer contribution per active participant$1,395
Median for plans this size$1,308
2024$1,305 per active participant
2023$1,395 per active participant
2022$1,403 per active participant

Office Three Sixty, Inc.'s 2023 employer contribution ran above the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history3
2024$31,813 · 0.43%
2023$789 · 0.01%
2022Not separately reported
Same employer
Similar plansTransportation & Warehousing · Indiana
MD Logistics LLC IN$9.0M · 0.07%
AG Trucking, Inc. IN$9.0M · 1.11%
Days LLC dba Eq United IN$7.6M · 0.47%
Online Transport, Inc. IN$7.6M · 0.68%
Crum Trucking Inc IN$5.7M · 0.07%
Central Trucking Inc. IN$5.4M · 0.03%

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Source: U.S. Department of Labor, Form 5500 series, EIN 352142678 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.