Plan Ledger DOL Form 5500 · updated monthly

Regal Logistics401(k)

REGAL LOGISTICS 401(K) PLAN · MIDDLESEX, NJ · plan year 2023

Reported admin expense ratio · 2023
0.04%

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

Regal Logistics reported $33 in plan administrative expenses for 2023: 0.04% of average plan assets, lower than ~75% of peers. Employer contributions averaged $283 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 1 year on file its reported administrative ratio rose from 0.04% to 1.17%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in New Jersey (2,380th of 2,419), and 2,638th of 2,677 in transportation & warehousing. In 2023, employees put in $1.56 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$76,141
Participants with balances113
Active participants99
Employer contributions$27,998
Employee contributions$43,721
Employer contribution per active participant$283
Average account balance$674
Plan auditUnmodified (clean) audit opinion
AuditorHOLMAN FRENIA ALLISON, PC
Plan history2
Yearassets · accounts · employer contribution
2024$654 · 1 accts · $19K emplr
2023$76K · 113 accts · $28K emplr
Administrative expenses, itemized · 2023
Investment management$33
Total administrative$33
The Regal Logistics 401(k) match · 2023
Employer contribution per active participant$283
Median for plans this size$522
2024$280 per active participant
2023$283 per active participant

Regal Logistics's 2023 employer contribution ran below the $522 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2024$451 · 1.17%
2023$33 · 0.04%
Similar plansTransportation & Warehousing · New Jersey
Plutus Logistic Corp NJ$198K · 0.51%
Appathon LLC NJ$192K · 0.54%
Villani Bus Company, Inc. NJ$145K · 0.39%
Halls Fast Motor Freight NJ$87K · 0.24%
Cmap Industries, LLC NJ$51K · 0.01%
B. R. Williams, Inc. NJ$9K · 0.99%
Mybar Services, Inc. NJ$6K · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 845029093 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.