Plan Ledger DOL Form 5500 · updated monthly

River States Truck & Trailer, Inc.401(k)

RIVER STATES TRUCK & TRAILER 401(K) RETIREMENT PLAN · LA CROSSE, WI · plan year 2023

Reported admin expense ratio · 2023
0.28%

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

River States Truck & Trailer, Inc. reported $76,345 in plan administrative expenses for 2023: 0.28% of average plan assets, above the peer median. Employer contributions averaged $2,946 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 0.25% to 0.28%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other retail trade employers. By assets it is the 659th-largest of 1,936 plans among Wisconsin employers on file, and the 1,079th of 5,215 in retail trade. In 2023, employees put in $2.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$28,570,606
Participants with balances254
Active participants185
Employer contributions$545,076
Employee contributions$1,227,852
Employer contribution per active participant$2,946
Average account balance$112,483
Benefits paid to participants$2,442,190
Plan auditUnmodified (clean) audit opinion
AuditorENGELSON & ASSOCIATES, LTP
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $428K emplr
2023$28.6M · 254 accts · $545K emplr
2022$25.8M · 236 accts · $618K emplr
Administrative expenses, itemized · 2023
Investment management$76,345
Total administrative$76,345
The River States Truck & Trailer, Inc. 401(k) match · 2023
Employer contribution per active participant$2,946
Median for plans this size$2,440
2024$2,592 per active participant
2023$2,946 per active participant
2022$3,304 per active participant

River States Truck & Trailer, Inc.'s 2023 employer contribution ran above the $2,440 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.

Service providers · 20231
TRUST POINT INC. · Recordkeeping · Trustee$76,345

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

Recordkeeper by year2
2024TRUST POINT INC.
2023TRUST POINT INC.

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024Not separately reported
2023$76,345 · 0.28%
2022$69,480 · 0.25%
Same employer
Similar plansRetail Trade · Wisconsin
Advertisers Press Inc. WI$30.9M · 0.33%
H.J. Martin & Son, Inc. WI$30.4M · 0.28%
Broadway Enterprises, Inc. WI$26.1M · 0.15%
Tractor Central LLC WI$26.0M · 0.05%
Palmen Motors, Inc. WI$24.0M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390762790 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.