Plan Ledger DOL Form 5500 · updated monthly

Paper Transport Holdings, LLC401(k)

PAPER TRANSPORT 401(K) PLAN · LITTLE CHUTE, WI · plan year 2024

Reported admin expense ratio · 2024
0.53%

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

Paper Transport Holdings, LLC reported $103,291 in plan administrative expenses for 2024: 0.53% of average plan assets, higher than ~75% of peers. Employer contributions averaged $914 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 0.23% to 0.53%. 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 855th-largest of 1,936 plans among Wisconsin employers on file, and the 732nd of 2,677 in transportation & warehousing. In 2024, employees put in $2.77 for every $1.00 the employer contributed; active participation has shrunk from 908 to 791 since 2022.

Plan summary
Net assets, end of year$20,263,467
Participants with balances565
Active participants791
Employer contributions$723,316
Employee contributions$2,005,568
Employer contribution per active participant$914
Average account balance$35,865
Benefits paid to participants$4,032,252
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$20.3M · 565 accts · $723K emplr
2023$18.8M · 603 accts · $802K emplr
2022$16.0M · 622 accts · $807K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$63,364
Investment management$39,177
Total administrative$103,291
The Paper Transport Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$914
Median for plans this size$2,416
2024$914 per active participant
2023$891 per active participant
2022$888 per active participant

Paper Transport Holdings, LLC'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 · 20242
N.E.W. ADVISORY SERVICES, LLC · Investment advisory (participants)$39,177

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$103,291 · 0.53%
2023$70,170 · 0.40%
2022$37,844 · 0.23%
Similar plansTransportation & Warehousing · Wisconsin
Lamers Bus Lines, Inc. WI$26.6M · 0.03%
Wow Logistics Company WI$24.7M · 0.18%
Jht Holdings, Inc. WI$24.1M · 0.28%
Halvor Lines, Inc. WI$20.9M · 0.64%
Tankstar USA, Inc. WI$19.5M · 0.06%
Riteway Bus Service, Inc. WI$16.6M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 871333853 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.