Plan Ledger DOL Form 5500 · updated monthly

Roehl Transport, Inc.401(k)

ROEHL TRANSPORT, INC. 401(K) PROFIT SHARING PLAN · MARSHFIELD, WI · plan year 2024

Reported admin expense ratio · 2024
0.18%

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

Roehl Transport, Inc. reported $233,155 in plan administrative expenses for 2024: 0.18% of average plan assets, above the peer median. Employer contributions averaged $1,128 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 fell from 0.19% to 0.18%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 180th-largest of 1,936 plans among Wisconsin employers on file, and the 190th of 2,677 in transportation & warehousing. In 2024, employees put in $3.23 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$138,651,441
Participants with balances3,143
Active participants2,383
Employer contributions$2,687,152
Employee contributions$8,686,617
Employer contribution per active participant$1,128
Average account balance$44,114
Benefits paid to participants$17,496,414
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$138.7M · 3,143 accts · $2.7M emplr
2023$126.4M · 3,181 accts · $4.5M emplr
2022$105.8M · 3,161 accts · $6.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$192,159
Investment management$40,396
Total administrative$233,155
The Roehl Transport, Inc. 401(k) match · 2024
Employer contribution per active participant$1,128
Median for plans this size$3,635
2024$1,128 per active participant
2023$1,824 per active participant
2022$2,868 per active participant

Roehl Transport, Inc.'s 2024 employer contribution ran below the $3,635 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 · 20244
CAPITAL STRATEGIES INVESTMENT GROUP · Investment advisory (plan)$27,459
MORGAN STANLEY · Investment advisory (plan)$12,937
QDRO CONSULTANTS COMPANY, LLC$600

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$233,155 · 0.18%
2023$235,058 · 0.20%
2022$220,980 · 0.19%
Same employer
Similar plansTransportation & Warehousing · Wisconsin
Schneider National, Inc. WI$893.4M · 0.09%
Stolt-Nielsen USA Inc. TX$143.1M · 0.12%
G3 Enterprises, Inc. CA$138.1M · 0.10%
Marten Transport, LTD. WI$137.5M · 0.31%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391145328 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.