Plan Ledger DOL Form 5500 · updated monthly

Roane Transportation Services, LLC401(k)

ROANE TRANSPORTATION SERVICES RETIREMENT SAVINGS PLAN · ROCKWOOD, TN · plan year 2024

Reported admin expense ratio · 2024
1.31%

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

Roane Transportation Services, LLC reported $42,720 in plan administrative expenses for 2024: 1.31% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,245 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 0.62% to 1.31%. 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 Tennessee (1,207th of 1,496), and 1,894th of 2,677 in transportation & warehousing. In 2024, employees put in $3.02 for every $1.00 the employer contributed; active participation has shrunk from 321 to 106 since 2022.

Plan summary
Net assets, end of year$3,313,475
Participants with balances175
Active participants106
Employer contributions$131,966
Employee contributions$398,471
Employer contribution per active participant$1,245
Average account balance$18,934
Benefits paid to participants$733,501
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.3M · 175 accts · $132K emplr
2023$3.2M · 242 accts · $184K emplr
2022$3.1M · 277 accts · $322K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$42,720
Total administrative$42,720
The Roane Transportation Services, LLC 401(k) match · 2024
Employer contribution per active participant$1,245
Median for plans this size$1,313
2024$1,245 per active participant
2023$1,295 per active participant
2022$1,002 per active participant

Roane Transportation Services, LLC's 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ERISA SERVICES INC · Contract administrator$9,691
SAGEVIEW ADVISORY GROUP, LLC · Investment management$7,548

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$42,720 · 1.31%
2023$46,340 · 1.47%
2022$18,106 · 0.62%
Same employer
Similar plansTransportation & Warehousing · Tennessee
First Express, Inc. TN$5.0M · 0.68%
Nationwide Express, Inc. TN$4.9M · 0.27%
Empire Express, Inc. TN$4.7M · 0.42%
Mid South Transport , Inc TN$3.0M · 0.06%
Southerland, Inc. TN$2.8M · 0.79%
Wilson Air Center LLC TN$2.5M · 0.42%

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Source: U.S. Department of Labor, Form 5500 series, EIN 621641082 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.