Plan Ledger DOL Form 5500 · updated monthly

Shore Delivery LLC401(k)

SHORE DELIVERY LLC 401(K) PLAN · FORT MYERS, FL · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Shore Delivery LLC reported $1,238 in plan administrative expenses for 2024: 0.54% of average plan assets, below the peer median. Employer contributions averaged $534 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 1 year on file its reported administrative ratio rose from 0.18% to 0.54%. 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 Florida (3,555th of 3,644), and 2,522nd of 2,677 in transportation & warehousing. In 2024, employees put in $1.99 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$286,780
Participants with balances88
Active participants118
Employer contributions$63,012
Employee contributions$125,625
Employer contribution per active participant$534
Average account balance$3,259
Benefits paid to participants$107,025
Plan auditUnmodified (clean) audit opinion
AuditorCJ CPAS
Plan history2
Yearassets · accounts · employer contribution
2024$287K · 88 accts · $63K emplr
2023$173K · 116 accts · $53K emplr
Administrative expenses, itemized · 2024
Investment management$1,238
Total administrative$1,238
The Shore Delivery LLC 401(k) match · 2024
Employer contribution per active participant$534
Median for plans this size$540
2024$534 per active participant
2023$613 per active participant

Shore Delivery LLC's 2024 employer contribution ran below 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 history2
2024$1,238 · 0.54%
2023$306 · 0.18%
Similar plansTransportation & Warehousing · Florida
Globalvend Logistics LLC FL$415K · 0.47%
Optimal US Logistics Inc FL$361K · 0.53%
Palm Beach Logistics, LLC FL$356K · 0.44%
Total Package Logistics FL$290K · 0.46%
Co Logistics LLC FL$277K · 0.43%
Aerothrust Holdings LLC FL$261K · 3.06%
St Pete Delivery Inc FL$255K · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 834165587 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.