Plan Ledger DOL Form 5500 · updated monthly

Omni Logistics, LLC401(k)

OMNI LOGISTICS 401(K) PLAN · COPPELL, TX · plan year 2023

Reported admin expense ratio · 2023
0.42%

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

Omni Logistics, LLC reported $183,853 in plan administrative expenses for 2023: 0.42% of average plan assets, above the peer median. Employer contributions averaged $190 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 has held roughly steady near 0.424%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 1,046th-largest of 5,688 plans among Texas employers on file, and the 380th of 2,677 in transportation & warehousing. In 2023, employees put in $15.91 for every $1.00 the employer contributed; active participation has shrunk from 1,841 to 1,597 since 2022.

Plan summary
Net assets, end of year$50,599,839
Participants with balances977
Active participants1,597
Employer contributions$303,205
Employee contributions$4,822,561
Employer contribution per active participant$190
Average account balance$51,791
Benefits paid to participants$4,927,137
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$0
2023$50.6M · 977 accts · $303K emplr
2022$36.2M · 733 accts · $169K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$183,853
Total administrative$183,853
The Omni Logistics, LLC 401(k) match · 2023
Employer contribution per active participant$190
Median for plans this size$2,440
2023$190 per active participant
2022$92 per active participant

Omni Logistics, LLC's 2023 employer contribution ran below the $2,440 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20234
TRANSAMERICA RETIREMENT SOLUTIONS · Recordkeeping · Loan processing$151,895
PINNACLE FINANCIAL SERVICES · Recordkeeping · Loan processing$33,783
MESIROW FINANCIAL, INC. · Investment advisory (plan)$8,493
LPL FINANCIAL · Insurance broker · Insurance servicesindirect 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
2024PINNACLE FINANCIAL SERVICES, Transamerica
2023PINNACLE FINANCIAL SERVICES, Transamerica

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Administrative cost history3
2024Not separately reported
2023$183,853 · 0.42%
2022$138,124 · 0.42%
Similar plansTransportation & Warehousing · Texas
Greyhound Lines, Inc. TX$55.4M · 0.23%
Lbc Houston L.P. TX$50.9M · 0.48%
Mv Transportation, Inc. TX$41.2M · 0.70%
Trimac Transportation Inc. TX$39.2M · 0.22%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760653725 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.