Plan Ledger DOL Form 5500 · updated monthly

Oneil Transportation Services401(k)

ONEIL TRANSPORTATION SERVICES 401(K) PROFIT SHARING PLAN AND TRUST · CALERA, AL · plan year 2022

Reported admin expense ratio · 2022
1.05%

Oneil Transportation Services reported $14,344 in plan administrative expenses for 2022: 1.05% of average plan assets, higher than ~75% of peers. 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Alabama (843rd of 902), and 2,264th of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$1,262,159
Participants with balances20
Active participants129
Employer contributions—
Employee contributions$66,969
Employer contribution per active participant—
Average account balance$63,108
Benefits paid to participants$6,490
Plan auditQualified audit opinion
AuditorPEARCE, BEVILL, LEESBURG, MOORE, PC
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$8,761
Investment management$4,301
Professional / advisory$1,282
Total administrative$14,344
What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$14,344 · 1.05%
Same employer
Similar plansTransportation & Warehousing · Alabama
Evergreen Transport LLC AL$1.9M · 0.02%
Benny Whitehead, Inc AL$1.4M · 0.67%
New Legend, Inc. AZ$1.3M · 1.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 631045161 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.