Plan Ledger DOL Form 5500 · updated monthly

Port Amherst, LTD.ESOP

PORT AMHERST, LTD. EMPLOYEE STOCK OWNERSHIP PLAN · CHARLESTON, WV · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Port Amherst, LTD. reported $111 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,180 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 0.000% to 0.000%. 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 50th-largest of 265 plans among West Virginia employers on file, and the 447th of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$39,816,668
Participants with balances379
Active participants284
Employer contributions$903,223
Employee contributions—
Employer contribution per active participant$3,180
Average account balance$105,057
Benefits paid to participants$125,898
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$39.8M · 379 accts · $903K emplr
2023$29.2M · 352 accts · $828K emplr
2022$23.0M · 339 accts · $838K emplr
Administrative expenses, itemized · 2024
Trustee / custodial$36
Total administrative$111
Employer contributions to the Port Amherst, LTD. plan · 2024
Employer contribution per active participant$3,180
Median for plans this size$2,416
2024$3,180 per active participant
2023$2,876 per active participant
2022$2,910 per active participant

Port Amherst, LTD.'s 2024 employer contribution ran above 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.

Recordkeeper by year2
2024T. Rowe Price
2023T. Rowe Price

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Administrative cost history3
2024$111 · 0.00%
2023$36 · 0.00%
2022$22 · 0.00%
All plans at this employer2
PORT AMHERST, LTD. 401(K) & PROFIT SHARING PLAN401(k)
PORT AMHERST, LTD. EMPLOYEE STOCK OWNERSHIP PLANESOP
Similar plansTransportation & Warehousing · West Virginia
Dart Warehouse Corporation CA$40.4M · 0.24%
Kc Piggyback Holdings, LLC TN$40.0M · 0.34%
Verst Group Logistics KY$39.9M · 0.41%
Bulkmatic Transport Company IN$39.7M · 0.46%
Avports LLC VA$39.7M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 550628911 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.