Plan Ledger DOL Form 5500 · updated monthly

Pegasus Logistics Group, Inc.401(k)

PEGASUS LOGISTICS GROUP, INC. 401(K) PLAN · COPPELL, TX · plan year 2024

Reported admin expense ratio · 2024
0.38%

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

Pegasus Logistics Group, Inc. reported $70,479 in plan administrative expenses for 2024: 0.38% of average plan assets, above the peer median. Employer contributions averaged $1,694 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 0.30% to 0.38%. 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 2,047th-largest of 5,688 plans among Texas employers on file, and the 748th of 2,677 in transportation & warehousing. In 2024, employees put in $3.50 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$19,624,259
Participants with balances424
Active participants331
Employer contributions$560,848
Employee contributions$1,962,147
Employer contribution per active participant$1,694
Average account balance$46,284
Benefits paid to participants$2,489,072
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$19.6M · 424 accts · $561K emplr
2023$17.0M · 499 accts · $574K emplr
2022$13.0M · 438 accts · $443K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$28,534
Investment management$41,945
Total administrative$70,479
The Pegasus Logistics Group, Inc. 401(k) match · 2024
Employer contribution per active participant$1,694
Median for plans this size$2,416
2024$1,694 per active participant
2023$1,407 per active participant
2022$1,229 per active participant

Pegasus Logistics Group, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size. 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
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$99,791
KESTRA ADVISORY SERVICES, LLC · Investment advisory (plan)$41,945

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

Recordkeeper by year2
2024The Standard
2023Securian

This plan has changed recordkeepers within these filings. If you left Pegasus Logistics Group, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$70,479 · 0.38%
2023$51,841 · 0.35%
2022$40,186 · 0.30%
Same employer
Similar plansTransportation & Warehousing · Texas
G2 Secure Staff, L.L.C. TX$19.7M · 1.90%
Flashparking Inc. TX$19.3M · 0.73%
Jetsuitex, Inc. TX$19.2M · 0.74%
Premier Trailers, LLC TX$19.2M · 0.00%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752550831 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.