Plan Ledger DOL Form 5500 · updated monthly

Pemberton Truck Lines, Inc.401(k)

PEMBERTON TRUCK LINES 401(K) PLAN · KNOXVILLE, TN · plan year 2024

Reported admin expense ratio · 2024
0.75%

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

Pemberton Truck Lines, Inc. reported $39,430 in plan administrative expenses for 2024: 0.75% of average plan assets, above the peer median. Employer contributions averaged $600 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 0.61% to 0.75%. 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 Tennessee (1,039th of 1,496), and 1,549th of 2,677 in transportation & warehousing. In 2024, employees put in $6.52 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,617,330
Participants with balances132
Active participants130
Employer contributions$78,029
Employee contributions$509,017
Employer contribution per active participant$600
Average account balance$42,556
Benefits paid to participants$410,780
Plan auditUnmodified (clean) audit opinion
AuditorLBMC, PC
Plan history3
Yearassets · accounts · employer contribution
2024$5.6M · 132 accts · $78K emplr
2023$4.9M · 139 accts · $71K emplr
2022$4.5M · 126 accts · $69K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$4,978
Investment management$21,952
Audit (IQPA)$12,500
Total administrative$39,430
The Pemberton Truck Lines, Inc. 401(k) match · 2024
Employer contribution per active participant$600
Median for plans this size$1,313
2024$600 per active participant
2023$537 per active participant
2022$562 per active participant

Pemberton Truck Lines, 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 · 20243
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$22,764
SHEPHERD FINANCIAL INVESTMENT ADVIS · Investment advisory (plan)$21,952
LMBC, PC · Accounting / audit$12,500

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
2023The Standard

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

Administrative cost history3
2024$39,430 · 0.75%
2023$37,099 · 0.79%
2022$28,675 · 0.61%
Similar plansTransportation & Warehousing · Tennessee
Freightwaves, Inc. TN$8.5M · 0.85%
Trident Transport, LLC TN$8.0M · 0.51%
McT Group, LLC TN$5.6M · 2.80%
Wepfer Marine, Inc. TN$5.6M · 0.64%
Jnj Express Inc. TN$5.2M · 1.02%
First Express, Inc. TN$5.0M · 0.68%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621194446 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.