Plan Ledger DOL Form 5500 · updated monthly

Stout's Charter Service, Inc.401(k)

STOUT'S CHARTER SERVICE, INC./STOUT'S BUS SERVICE, INC. 401(K) PLAN · EWING, NJ · plan year 2022

Reported admin expense ratio · 2022
0.08%

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

Stout's Charter Service, Inc. reported $827 in plan administrative expenses for 2022: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $97 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in New Jersey (2,236th of 2,419), and 2,315th of 2,677 in transportation & warehousing. In 2022, employees put in $5.25 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$961,051
Participants with balances24
Active participants120
Employer contributions$11,647
Employee contributions$61,203
Employer contribution per active participant$97
Average account balance$40,044
Benefits paid to participants$41,000
Plan auditDisclaimer of opinion
AuditorLEAR & PANNEPACKER, LLP
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$827
Total administrative$827
The Stout's Charter Service, Inc. 401(k) match · 2022
Employer contribution per active participant$97
Median for plans this size$1,114

Stout's Charter Service, Inc.'s 2022 employer contribution ran below the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$827 · 0.08%
Similar plansTransportation & Warehousing · New Jersey
On Time Transport, LLC NJ$1.5M · 0.67%
Salson Logistics Inc. NJ$1.4M · 1.58%
Zip Aviation NJ$1.2M · 0.57%
Belair Transport Inc. NJ$1.2M · 0.53%
US Linehaul Inc NJ$906K · 0.34%
Jays Bus Service, Inc. NJ$518K · 1.79%

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Source: U.S. Department of Labor, Form 5500 series, EIN 222485962 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.