Plan Ledger DOL Form 5500 · updated monthly

Roadone West, Inc.401(k)

ROADONE WEST, INC. 401(K) PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.73%

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

Roadone West, Inc. reported $87,542 in plan administrative expenses for 2024: 0.73% of average plan assets, higher than ~90% of peers. Employer contributions averaged $692 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 3 years on file its reported administrative ratio has held roughly steady near 0.734%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in California (4,769th of 9,483), and the 982nd of 2,677 in transportation & warehousing. In 2024, employees put in $2.68 for every $1.00 the employer contributed; active participation has grown from 337 to 396 since 2022.

Plan summary
Net assets, end of year$12,954,059
Participants with balances510
Active participants396
Employer contributions$274,008
Employee contributions$733,183
Employer contribution per active participant$692
Average account balance$25,400
Benefits paid to participants$568,245
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.0M · 510 accts · $274K emplr
2023$10.9M · 416 accts · $262K emplr
2022$8.9M · 410 accts · $229K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$57,869
Investment management$29,673
Total administrative$87,542
The Roadone West, Inc. 401(k) match · 2024
Employer contribution per active participant$692
Median for plans this size$2,416
2024$692 per active participant
2023$688 per active participant
2022$679 per active participant

Roadone West, Inc.'s 2024 employer contribution ran below the $2,416 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
TRI-AD ACTUARIES, INC. · Contract administrator · Recordkeeping$57,869
MMA SECURITIES LLC · Investment advisory (plan)$29,673

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

Recordkeeper by year2
2024TRI-AD ACTUARIES, INC.
2023TRI-AD ACTUARIES, INC.

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Administrative cost history3
2024$87,542 · 0.73%
2023$72,423 · 0.73%
2022$70,560 · 0.73%
Same employer
Similar plansTransportation & Warehousing · California
Kkw Trucking, Inc. CA$12.9M · 0.62%
Binex CA$12.9M · 0.44%
Ventura Transfer Company CA$12.8M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 550808374 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.