What are the fees in the Ss Legacy Logistics, LLC 401(k) plan?

For plan year 2024, Ss Legacy Logistics, LLC reported $566 in plan administrative expenses, or 0.45% of average plan assets — lower than ~75% of peers. Fund-level expense ratios are not included in public filings.

What is the average account balance in the Ss Legacy Logistics, LLC 401(k)?

The average participant account balance was $650 for plan year 2024, based on 254 accounts.

Ss Legacy Logistics, LLC401(k)

Name: Ss Legacy Logistics, LLC 401(k) plan: Form 5500 data
Creator: U.S. Department of Labor

SS LEGACY LOGISTICS 401(K) PLAN · CHANDLER, AZ · plan year 2024

Reported admin expense ratio · 2024

0.45%

Ss Legacy Logistics, LLC reported $566 in plan administrative expenses for 2024: 0.45% of average plan assets, lower than ~75% of peers. 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.

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 Arizona (1,261st of 1,285), and 2,597th of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$165,175
Participants with balances254
Active participants101
Employer contributions—
Employee contributions$107,467
Employer contribution per active participant—
Average account balance$650
Benefits paid to participants$40,193
Plan auditUnmodified (clean) audit opinion
AuditorCJ CPAS

Administrative expenses, itemized · 2024

Investment management$566

Total administrative$566

What these fees cost you

Your balance

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 history1

2024$566 · 0.45%

Similar plansTransportation & Warehousing · Arizona
Otto Trucking, Inc. AZ$835K · 0.61%
Robot-O Logistics LLC AZ$554K · 0.45%
Pro Delivery LLC AZ$410K · 0.47%
Alpha Zulu Transportation LLC AZ$332K · 0.45%
Dimo Gigi Logistics CA$175K · 0.86%
Kardia Transport, LLC FL$169K · 0.46%
Endurance Logistics LLC MI$169K · 0.48%
E-Force Logistics LLC TX$167K · 0.45%

Why are you looking at this plan?

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Fee benchmarks by plan size

Source: U.S. Department of Labor, Form 5500 series, EIN 852639978 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.