Plan Ledger DOL Form 5500 · updated monthly

Osterkamp Trucking Inc.401(k)

CONSOLIDATED TRUCKING SERVICES RETIREMENT PLAN · POMONA, CA · plan year 2024

Reported admin expense ratio · 2024
0.61%

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

Osterkamp Trucking Inc. reported $98,140 in plan administrative expenses for 2024: 0.61% of average plan assets, higher than ~75% of peers. Employer contributions averaged $934 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 0.67% to 0.61%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 4,065th-largest of 9,483 plans among California employers on file, and the 834th of 2,677 in transportation & warehousing. In 2024, employees put in $5.65 for every $1.00 the employer contributed; active participation has shrunk from 272 to 221 since 2022.

Plan summary
Net assets, end of year$16,970,532
Participants with balances316
Active participants221
Employer contributions$206,457
Employee contributions$1,166,634
Employer contribution per active participant$934
Average account balance$53,704
Benefits paid to participants$1,360,869
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$17.0M · 316 accts · $206K emplr
2023$15.3M · 349 accts · $295K emplr
2022$13.0M · 355 accts · $271K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,919
Investment management$39,221
Total administrative$98,140
The Osterkamp Trucking Inc. 401(k) match · 2024
Employer contribution per active participant$934
Median for plans this size$2,416
2024$934 per active participant
2023$1,210 per active participant
2022$998 per active participant

Osterkamp Trucking Inc.'s 2024 employer contribution ran below the $2,416 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 · 20243
ADP, INC. · Loan processing · Recordkeeping$58,919
WELLS FARGO · Recordkeeping · Trustee$39,221
ADP BROKER-DEALERindirect 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
2024ADP, Wells Fargo
2023ADP, Wells Fargo

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

Administrative cost history3
2024$98,140 · 0.61%
2023$90,744 · 0.64%
2022$92,513 · 0.67%
Same employer
Similar plansTransportation & Warehousing · California
Corodata Corporation CA$17.9M · 0.07%
Nor-Cal Moving Services CA$17.8M · 0.24%
Chipman Corporation CA$17.8M · 0.04%
Air New Zealand LTD CA$17.0M · 0.29%
Hrd Aero Systems, Inc. CA$16.3M · 0.44%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 952830369 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.