Plan Ledger DOL Form 5500 · updated monthly

Paul Transportation, Inc.401(k)

PAUL TRANSPORTATION, INC. 401(K) PLAN · TULSA, OK · plan year 2024

Reported admin expense ratio · 2024
0.65%

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

Paul Transportation, Inc. reported $21,285 in plan administrative expenses for 2024: 0.65% of average plan assets, above the peer median. Employer contributions averaged $309 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 1.12% to 0.65%. 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 Oklahoma (590th of 724), and 1,856th of 2,677 in transportation & warehousing. In 2024, employees put in $2.49 for every $1.00 the employer contributed; active participation has grown from 240 to 337 since 2022.

Plan summary
Net assets, end of year$3,496,294
Participants with balances131
Active participants337
Employer contributions$104,109
Employee contributions$258,976
Employer contribution per active participant$309
Average account balance$26,689
Benefits paid to participants$488,439
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.5M · 131 accts · $104K emplr
2023$3.1M · 144 accts · $133K emplr
2022$1.9M · 140 accts · $98K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$7,391
Trustee / custodial$13,894
Total administrative$21,285
The Paul Transportation, Inc. 401(k) match · 2024
Employer contribution per active participant$309
Median for plans this size$1,313
2024$309 per active participant
2023$432 per active participant
2022$410 per active participant

Paul Transportation, Inc.'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
INTRUST BANK, N.A. · Recordkeeping · Loan processing$21,285

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

Recordkeeper by year2
2024INTRUST BANK, N.A.
2023INTRUST BANK, N.A.

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

Administrative cost history3
2024$21,285 · 0.65%
2023$24,191 · 0.98%
2022$21,719 · 1.12%
Same employer
Similar plansTransportation & Warehousing · Oklahoma
Lugreg Trucking, LLC OK$6.2M · 0.59%
Western Flyer Express LLC OK$3.0M · 1.07%
Acord Companies OK$2.6M · 0.01%
Tvc Pro-Driver, Inc. OK$2.5M · 0.55%
Miller Truck Lines, LLC OK$1.9M · 1.05%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 710921816 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.