Sms Transportation Services, Inc.401(k)
SMS TRANSPORTATION SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST · LOS ANGELES, CA · plan year 2021
Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works
Sms Transportation Services, Inc. reported $11,666 in plan administrative expenses for 2021: 2.14% of average plan assets, higher than ~75% of peers. Employer contributions averaged $428 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 5 years on file its reported administrative ratio rose from 1.85% to 2.01%. The plan sits in the under $1M size bracket, benchmarked here against 93 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in California (9,033rd of 9,483), and 2,396th of 2,677 in transportation & warehousing. In 2021, employees put in $1.14 for every $1.00 the employer contributed; active participation has shrunk from 155 to 91 since 2016.
Sms Transportation Services, Inc.'s 2021 employer contribution ran above the $275 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.
Annual cost at the plan's reported 2021 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
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Source: U.S. Department of Labor, Form 5500 series, EIN 954494354 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.