Plan Ledger DOL Form 5500 · updated monthly

Robot-O Logistics LLC401(k)

ROBOT-O LOGISTICS LLC 401(K) PLAN · PHOENIX, AZ · plan year 2024

Reported admin expense ratio · 2024
0.45%

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

Robot-O Logistics LLC reported $1,845 in plan administrative expenses for 2024: 0.45% of average plan assets, lower than ~75% of peers. Employer contributions averaged $679 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 under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Arizona (1,209th of 1,285), and 2,406th of 2,677 in transportation & warehousing. In 2024, employees put in $2.11 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$553,537
Participants with balances162
Active participants177
Employer contributions$120,222
Employee contributions$254,062
Employer contribution per active participant$679
Average account balance$3,417
Benefits paid to participants$139,482
Plan auditUnmodified (clean) audit opinion
AuditorSEMPLE, MARCHAL & COOPER, LLP
Administrative expenses, itemized · 2024
Investment management$1,845
Total administrative$1,845
The Robot-O Logistics LLC 401(k) match · 2024
Employer contribution per active participant$679
Median for plans this size$540

Robot-O Logistics LLC's 2024 employer contribution ran above the $540 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.

Administrative cost history1
2024$1,845 · 0.45%
Similar plansTransportation & Warehousing · Arizona
Barlow Company, Inc. AZ$2.4M · 1.89%
Diamond Trucking, Inc. AZ$1.5M · 1.27%
New Legend, Inc. AZ$1.3M · 1.42%
Otto Trucking, Inc. AZ$835K · 0.61%
Pro Delivery LLC AZ$410K · 0.47%
Ss Legacy Logistics, LLC AZ$165K · 0.45%
Coyoaz Deliveries, LLC AZ$131K · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 844865163 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.