Plan Ledger DOL Form 5500 · updated monthly

Peninsula Truck Lines, Inc.401(k)

PENINSULA TRUCK LINES, INC. 401(K) RETIREMENT PLAN · AUBURN, WA · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Peninsula Truck Lines, Inc. reported $146,426 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $5,665 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 3 years on file its reported administrative ratio has held roughly steady near 0.336%. 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 374th-largest of 1,714 plans among Washington employers on file, and the 399th of 2,677 in transportation & warehousing. In 2024, the employer put in $1.45 for every $1.00 employees contributed themselves; active participation has shrunk from 553 to 496 since 2022.

Plan summary
Net assets, end of year$46,941,850
Participants with balances739
Active participants496
Employer contributions$2,809,861
Employee contributions$1,934,273
Employer contribution per active participant$5,665
Average account balance$63,521
Benefits paid to participants$4,320,250
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$46.9M · 739 accts · $2.8M emplr
2023$40.2M · 667 accts · $2.2M emplr
2022$34.3M · 666 accts · $1.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,199
Investment management$114,227
Total administrative$146,426
The Peninsula Truck Lines, Inc. 401(k) match · 2024
Employer contribution per active participant$5,665
Median for plans this size$2,416
2024$5,665 per active participant
2023$3,952 per active participant
2022$3,517 per active participant

Peninsula Truck Lines, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top 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 · 20242
AMERICAN NORTHWEST RPS · Recordkeeping · Loan processing$32,199
AMERICAN NORTHWEST ADVISORY SERVICE · Investment advisory (plan)$114,227

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

Recordkeeper by year2
2024AMERICAN NORTHWEST RPS
2023AMERICAN NORTHWEST RPS

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

Administrative cost history3
2024$146,426 · 0.34%
2023$124,576 · 0.33%
2022$125,483 · 0.34%
Same employer
Similar plansTransportation & Warehousing · Washington
Tidewater Barge Lines, Inc. WA$74.3M · 0.04%
Auto Warehousing Company WA$54.5M · 0.04%
Radiant Logistics, Inc. WA$54.4M · 0.08%
Gordon Truck Centers, Inc. WA$47.3M · 0.16%
Western Towboat Company WA$44.1M · 0.19%
Convoy, Inc. WA$34.8M · 0.24%

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Source: U.S. Department of Labor, Form 5500 series, EIN 910583906 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.