Plan Ledger DOL Form 5500 · updated monthly

R & R Transportation, Inc.401(k)

R & R TRANSPORTATION, INC. 401(K) PLAN AND TRUST · LAKE PARK, MN · plan year 2024

Reported admin expense ratio · 2024
0.78%

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

R & R Transportation, Inc. reported $37,728 in plan administrative expenses for 2024: 0.78% of average plan assets, above the peer median. Employer contributions averaged $601 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 0.74% to 0.78%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Minnesota (1,569th of 1,918), and 1,596th of 2,677 in transportation & warehousing. In 2024, employees put in $4.21 for every $1.00 the employer contributed; active participation has grown from 231 to 270 since 2022.

Plan summary
Net assets, end of year$5,279,879
Participants with balances428
Active participants270
Employer contributions$162,208
Employee contributions$682,122
Employer contribution per active participant$601
Average account balance$12,336
Benefits paid to participants$448,262
Plan auditUnmodified (clean) audit opinion
AuditorWIDMER ROEL PC
Plan history3
Yearassets · accounts · employer contribution
2024$5.3M · 428 accts · $162K emplr
2023$4.4M · 329 accts · $145K emplr
2022$3.9M · 266 accts · $142K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,787
Investment management$11,941
Total administrative$37,728
The R & R Transportation, Inc. 401(k) match · 2024
Employer contribution per active participant$601
Median for plans this size$1,313
2024$601 per active participant
2023$576 per active participant
2022$615 per active participant

R & R Transportation, Inc.'s 2024 employer contribution ran below the $1,313 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 · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$25,787
RPM ADVISORS LLC · Investment advisory (plan)$11,153

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$37,728 · 0.78%
2023$31,105 · 0.75%
2022$27,633 · 0.74%
Similar plansTransportation & Warehousing · Minnesota
California Overland, LTD. MN$6.2M · 0.82%
Lefebvre Companies, Inc. MN$6.2M · 0.62%
Total Logistics, Inc. MN$5.8M · 4.76%
Jefferson Partners, L.P. MN$4.7M · 0.90%

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Source: U.S. Department of Labor, Form 5500 series, EIN 450404094 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.