Plan Ledger DOL Form 5500 · updated monthly

On-Target Supplies & Logistics, LTD.401(k)

ON-TARGET SUPPLIES & LOGISTICS, LTD. 401(K) PROFIT SHARING PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.61%

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

On-Target Supplies & Logistics, LTD. reported $27,592 in plan administrative expenses for 2024: 0.61% of average plan assets, above the peer median. Employer contributions averaged $420 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 0.56% to 0.61%. 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 Texas (4,075th of 5,688), and 1,649th of 2,677 in transportation & warehousing. In 2024, employees put in $6.31 for every $1.00 the employer contributed; active participation has grown from 226 to 266 since 2022.

Plan summary
Net assets, end of year$4,936,053
Participants with balances244
Active participants266
Employer contributions$111,639
Employee contributions$704,645
Employer contribution per active participant$420
Average account balance$20,230
Benefits paid to participants$452,522
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.9M · 244 accts · $112K emplr
2023$4.1M · 205 accts · $115K emplr
2022$2.6M · 188 accts · $84K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,158
Investment management$1,434
Total administrative$27,592
The On-Target Supplies & Logistics, LTD. 401(k) match · 2024
Employer contribution per active participant$420
Median for plans this size$1,313
2024$420 per active participant
2023$524 per active participant
2022$372 per active participant

On-Target Supplies & Logistics, LTD.'s 2024 employer contribution ran below the $1,313 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 · 20241
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$26,158

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$27,592 · 0.61%
2023$20,655 · 0.62%
2022$13,359 · 0.56%
Same employer
Similar plansTransportation & Warehousing · Texas
Pencco, Inc. TX$5.5M · 0.87%
Brokers Logistics LTD. TX$4.6M · 0.31%
Rio Marine, Inc. TX$4.5M · 1.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752593466 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.