Plan Ledger DOL Form 5500 · updated monthly

Soldier Trucking LLC401(k)

SOLDIER 401(K) PLAN · MENOMONIE, WI · plan year 2023

Reported admin expense ratio · 2023
4.13%

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

Soldier Trucking LLC reported $19,400 in plan administrative expenses for 2023: 4.13% of average plan assets, higher than ~75% of peers. Employer contributions averaged $183 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 fell from 11.48% to 4.13%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Wisconsin (1,919th of 1,936), and 2,414th of 2,677 in transportation & warehousing. In 2023, employees put in $10.24 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$540,477
Participants with balances76
Active participants70
Employer contributions$12,775
Employee contributions$130,838
Employer contribution per active participant$183
Average account balance$7,112
Benefits paid to participants$109,113
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$540K · 76 accts · $13K emplr
2022$398K · 139 accts · $20K emplr
The Soldier Trucking LLC 401(k) match · 2023
Employer contribution per active participant$183
Median for plans this size$522
2023$183 per active participant
2022$232 per active participant

Soldier Trucking LLC's 2023 employer contribution ran below the $522 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
ALERUS FINANCIAL, N.A. · Recordkeeping · Trustee$19,400

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$19,400 · 4.13%
2022$60,396 · 11.48%
Similar plansTransportation & Warehousing · Wisconsin
Windy Hill Foliage, Inc. WI$2.0M · 0.07%
Double J Transport, LLC WI$2.0M · 1.14%
Black Wolf Group, Inc. WI$1.6M · 0.91%
Goro Logistical LLC WI$392K · 0.51%
Kutzler Express, Inc. WI$283K · 0.51%

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Source: U.S. Department of Labor, Form 5500 series, EIN 264393880 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.