Plan Ledger DOL Form 5500 · updated monthly

Road Scholar Transport, Inc.401(k)

ROAD SCHOLAR TRANSPORT, INC. RETIREMENT PLAN · DUNMORE, PA · plan year 2022

Reported admin expense ratio · 2022
0.81%

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

Road Scholar Transport, Inc. reported $31,426 in plan administrative expenses for 2022: 0.81% of average plan assets, higher than ~75% of peers. Employer contributions averaged $0 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Pennsylvania (3,095th of 3,651), and 1,846th of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$3,564,112
Participants with balances44
Active participants121
Employer contributions$0
Employee contributions$195,636
Employer contribution per active participant$0
Average account balance$81,003
Benefits paid to participants$182,848
Plan auditUnmodified (clean) audit opinion
AuditorMCGRAIL MERKEL QUINN & ASSOCIATES
Administrative expenses, itemized · 2022
Investment management$1,728
Total administrative$31,426
The Road Scholar Transport, Inc. 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

Road Scholar Transport, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$31,426 · 0.81%
Same employer
Similar plansTransportation & Warehousing · Pennsylvania
Levy School Bus Co. PA$4.1M · 0.14%
McCarter Transit Inc. PA$4.0M · 0.03%
Wavepoint 3PL, Inc. PA$3.8M · 1.27%
Kbs, Inc. PA$3.6M · 0.92%
Volpe Dedicated, Inc. PA$3.0M · 0.85%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232526475 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.