Plan Ledger DOL Form 5500 · updated monthly

Kardia Transport, LLC401(k)

KARDIA TRANSPORT LLC 401(K) PLAN · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
0.46%

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

Kardia Transport, LLC reported $601 in plan administrative expenses for 2024: 0.46% of average plan assets, below the peer median. Employer contributions averaged $274 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.

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 Florida (3,586th of 3,644), and 2,594th of 2,677 in transportation & warehousing. In 2024, employees put in $2.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$168,976
Participants with balances152
Active participants138
Employer contributions$37,756
Employee contributions$91,224
Employer contribution per active participant$274
Average account balance$1,112
Benefits paid to participants$65,267
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$169K · 152 accts · $38K emplr
2022$14K · 95 accts · $4K emplr
Administrative expenses, itemized · 2024
Investment management$601
Total administrative$601
The Kardia Transport, LLC 401(k) match · 2024
Employer contribution per active participant$274
Median for plans this size$540
2024$274 per active participant
2022$23 per active participant

Kardia Transport, LLC's 2024 employer contribution ran below the $540 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.

Administrative cost history2
2024$601 · 0.46%
2022Not separately reported
Same employer
Similar plansTransportation & Warehousing · Florida
Aerothrust Holdings LLC FL$261K · 3.06%
St Pete Delivery Inc FL$255K · 0.49%
Milum, Inc. FL$28K · 3.52%
Dolphin Transportation FL$7K · 24.86%

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Source: U.S. Department of Labor, Form 5500 series, EIN 831632899 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.