Plan Ledger DOL Form 5500 · updated monthly

Selectransportation Resources, L.L.C.401(k)

SELECTRANSPORTATION RESOURCES, L.L.C. RETIREMENT SAVINGS PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.30%

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

Selectransportation Resources, L.L.C. reported $124,735 in plan administrative expenses for 2024: 0.30% of average plan assets, above the peer median. Employer contributions averaged $2,644 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 0.297%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 1,142nd-largest of 5,688 plans among Texas employers on file, and the 703rd of 5,215 in retail trade. In 2024, employees put in $1.91 for every $1.00 the employer contributed; active participation has grown from 448 to 540 since 2022.

Plan summary
Net assets, end of year$45,160,846
Participants with balances480
Active participants540
Employer contributions$1,427,728
Employee contributions$2,732,967
Employer contribution per active participant$2,644
Average account balance$94,085
Benefits paid to participants$2,934,253
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$45.2M · 480 accts · $1.4M emplr
2023$38.9M · 431 accts · $1.3M emplr
2022$33.1M · 420 accts · $1.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$52,937
Investment management$71,798
Total administrative$124,735
The Selectransportation Resources, L.L.C. 401(k) match · 2024
Employer contribution per active participant$2,644
Median for plans this size$2,416
2024$2,644 per active participant
2023$2,705 per active participant
2022$2,590 per active participant

Selectransportation Resources, L.L.C.'s 2024 employer contribution ran above the $2,416 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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$52,937
SHEPHERD FINANCIAL INVESTMENT · Investment advisory (plan)$52,534
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$19,264

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$124,735 · 0.30%
2023$115,226 · 0.32%
2022$105,624 · 0.30%
Same employer
Similar plansRetail Trade · Texas
Cavender Stores, LTD. TX$48.5M · 0.05%
Tropacaval Media, LLC TX$46.4M · 0.80%
Prime Communications, L.P. TX$45.5M · 0.79%
Tuesday Morning, Inc. TX$42.9M · 0.07%
Soleo Health Holdings, Inc. TX$42.0M · 0.37%
Tony Gullo Motors, I, LP TX$41.5M · 0.64%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742882346 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.