Plan Ledger DOL Form 5500 · updated monthly

Pendulum Delivery LLC401(k)

PENDULUM DELIVERY LLC 401(K) PLAN · FREDERICKSBURG, VA · plan year 2024

Reported admin expense ratio · 2024
0.50%

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

Pendulum Delivery LLC reported $2,460 in plan administrative expenses for 2024: 0.50% of average plan assets, below the peer median. Employer contributions averaged $621 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 1 year on file its reported administrative ratio rose from 0.14% to 0.50%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Virginia (2,215th of 2,266), and 2,380th of 2,677 in transportation & warehousing. In 2024, employees put in $2.21 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$639,253
Participants with balances180
Active participants210
Employer contributions$130,481
Employee contributions$288,831
Employer contribution per active participant$621
Average account balance$3,551
Benefits paid to participants$190,422
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$639K · 180 accts · $130K emplr
2023$348K · 265 accts · $110K emplr
Administrative expenses, itemized · 2024
Investment management$2,460
Total administrative$2,460
The Pendulum Delivery LLC 401(k) match · 2024
Employer contribution per active participant$621
Median for plans this size$540
2024$621 per active participant
2023$606 per active participant

Pendulum Delivery LLC's 2024 employer contribution ran above the $540 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.

Administrative cost history2
2024$2,460 · 0.50%
2023$477 · 0.14%
Similar plansTransportation & Warehousing · Virginia
Fast Track Ems, LLC VA$846K · 0.47%
Kts Solutions, Inc. VA$839K · 0.63%
A1 Shipping LLC VA$489K · 0.52%
Enterprise Logistics, LLC VA$381K · 0.48%
3 Lil Birds Express VA$302K · 0.47%
Genblu Logistics, LLC VA$269K · 0.39%

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Source: U.S. Department of Labor, Form 5500 series, EIN 871135609 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.