Plan Ledger DOL Form 5500 · updated monthly

Paschall Truck Lines, Inc401(k)

PASCHALL TRUCK LINES EMPLOYEE RETIREMENT SAVINGS PLAN · MURRY, KY · plan year 2023

Reported admin expense ratio · 2023
1.25%

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

Paschall Truck Lines, Inc reported $153,478 in plan administrative expenses for 2023: 1.25% of average plan assets, higher than ~90% of peers. Employer contributions averaged $154 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 1.25%. 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 410th-largest of 871 plans among Kentucky employers on file, and the 991st of 2,677 in transportation & warehousing. In 2023, employees put in $13.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,822,002
Participants with balances1,728
Active participants963
Employer contributions$148,341
Employee contributions$1,989,576
Employer contribution per active participant$154
Average account balance$7,420
Benefits paid to participants$2,725,121
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$12.8M · 1,728 accts · $148K emplr
2022$11.7M · 1,590 accts · $240K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$148,578
Audit (IQPA)$4,900
Total administrative$153,478
The Paschall Truck Lines, Inc 401(k) match · 2023
Employer contribution per active participant$154
Median for plans this size$2,440
2023$154 per active participant
2022$265 per active participant

Paschall Truck Lines, Inc'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 · 20233
ADMIN GROUP, LLC DBA TAG RESOURCES · Recordkeeping · Loan processing$82,238
TRANSAMERICA FINANCIAL LIFE CO · Recordkeeping · Loan processing$66,340
COULTER AND JUSTUS · Accounting / audit$4,900

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

Administrative cost history2
2023$153,478 · 1.25%
2022$152,178 · 1.22%
Same employer
Similar plansTransportation & Warehousing · Kentucky
James Marine, Inc. KY$32.3M · 0.30%
P&L Transportation, Inc. KY$19.1M · 0.56%
M & M Cartage, Inc. KY$10.4M · 0.80%
Usher Transport, Inc. KY$7.6M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 610598743 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.