Plan Ledger DOL Form 5500 · updated monthly

Roger Bettis Trucking, Inc.401(k)

ROGER BETTIS TRUCKING, INC. 401(K) PLAN · MALVERN, OH · plan year 2024

Reported admin expense ratio · 2024
0.01%

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

Roger Bettis Trucking, Inc. reported $1,075 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,315 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 0.02% to 0.01%. 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 Ohio (2,208th of 3,295), and the 1,299th of 2,677 in transportation & warehousing. In 2024, employees put in $1.96 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,902,516
Participants with balances105
Active participants106
Employer contributions$245,404
Employee contributions$480,466
Employer contribution per active participant$2,315
Average account balance$75,262
Benefits paid to participants$930,802
Plan auditUnmodified (clean) audit opinion
AuditorBOBER MARKEY FEDOROVICH
Plan history3
Yearassets · accounts · employer contribution
2024$7.9M · 105 accts · $245K emplr
2023$7.2M · 109 accts · $274K emplr
2022$5.7M · 108 accts · $267K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,075
Total administrative$1,075
The Roger Bettis Trucking, Inc. 401(k) match · 2024
Employer contribution per active participant$2,315
Median for plans this size$1,313
2024$2,315 per active participant
2023$2,464 per active participant
2022$2,473 per active participant

Roger Bettis Trucking, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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 · 20243
BOBER MARKEY FEDOROVICH & COMPANY$13,500
TRINITY PENSION CONSULTANTS, INC. · Contract administrator$9,365
CAPITAL GROUP RETIREMENT PLAN SERVI$1,700

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$1,075 · 0.01%
2023$1,025 · 0.02%
2022$1,125 · 0.02%
Same employer
Similar plansTransportation & Warehousing · Ohio
Bbi Logistics, LLC OH$8.2M · 1.70%
Bulk Transit Corporation OH$7.8M · 0.76%
Bestway Motor Lines, Inc. OH$7.1M · 0.90%

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Source: U.S. Department of Labor, Form 5500 series, EIN 341723452 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.