Plan Ledger DOL Form 5500 · updated monthly

Pgt Trucking, Inc.401(k)

UNIVERSAL INDUSTRIES EMPLOYEES' PROFIT SHARING AND 401(K) PLAN · ALIQUIPPA, PA · plan year 2024

Reported admin expense ratio · 2024
0.28%

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

Pgt Trucking, Inc. reported $57,075 in plan administrative expenses for 2024: 0.28% of average plan assets, below the peer median. Employer contributions averaged $1,299 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 0.52% to 0.28%. 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 1,484th-largest of 3,651 plans among Pennsylvania employers on file, and the 710th of 2,677 in transportation & warehousing. In 2024, employees put in $1.64 for every $1.00 the employer contributed; active participation has grown from 492 to 584 since 2022.

Plan summary
Net assets, end of year$21,273,171
Participants with balances328
Active participants584
Employer contributions$758,895
Employee contributions$1,245,012
Employer contribution per active participant$1,299
Average account balance$64,857
Benefits paid to participants$3,005,070
Plan auditUnmodified (clean) audit opinion
AuditorCASE SABATINI
Plan history3
Yearassets · accounts · employer contribution
2024$21.3M · 328 accts · $759K emplr
2023$20.2M · 351 accts · $736K emplr
2022$16.1M · 374 accts · $813K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$57,075
Total administrative$57,075
The Pgt Trucking, Inc. 401(k) match · 2024
Employer contribution per active participant$1,299
Median for plans this size$2,416
2024$1,299 per active participant
2023$1,407 per active participant
2022$1,652 per active participant

Pgt Trucking, Inc.'s 2024 employer contribution ran below the $2,416 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

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

Administrative cost history3
2024$57,075 · 0.28%
2023$93,199 · 0.51%
2022$91,042 · 0.52%
Same employer
Similar plansTransportation & Warehousing · Pennsylvania
The Krapf Bus Companies PA$26.9M · 0.43%
Asendia USA, Inc. PA$25.6M · 0.59%
Gotwals, Inc. PA$22.5M · 0.59%
Pls Logistics Services PA$20.1M · 0.56%
Bridgeway Connects, Inc. PA$19.5M · 0.48%
Logistics Plus PA$19.3M · 0.74%

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Source: U.S. Department of Labor, Form 5500 series, EIN 251338962 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.