Plan Ledger DOL Form 5500 · updated monthly

Straightaway Delivery LLC401(k)

STRAIGHTAWAY DELIVERY 401(K) PLAN · NORMAN, OK · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Straightaway Delivery LLC reported $551 in plan administrative expenses for 2024: 0.48% of average plan assets, below the peer median. Employer contributions averaged $158 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 0.15% to 0.48%. 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 Oklahoma (718th of 724), and 2,605th of 2,677 in transportation & warehousing. In 2024, employees put in $5.41 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$150,754
Participants with balances82
Active participants97
Employer contributions$15,315
Employee contributions$82,793
Employer contribution per active participant$158
Average account balance$1,838
Benefits paid to participants$39,389
Plan auditUnmodified (clean) audit opinion
AuditorFOREMAN & LEATHERS, PC
Plan history2
Yearassets · accounts · employer contribution
2024$151K · 82 accts · $15K emplr
2023$80K · 120 accts · $17K emplr
Administrative expenses, itemized · 2024
Investment management$551
Total administrative$551
The Straightaway Delivery LLC 401(k) match · 2024
Employer contribution per active participant$158
Median for plans this size$540
2024$158 per active participant
2023$212 per active participant

Straightaway Delivery LLC's 2024 employer contribution ran below the $540 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2024$551 · 0.48%
2023$121 · 0.15%
Similar plansTransportation & Warehousing · Oklahoma
A&A Trucking, Inc. OK$1.6M · 1.63%
Driven Force Inc OK$1.2M · 0.46%
Cp Energy Services, Inc. OK$1.1M · 1.26%
Ktb Transport Inc OK$205K · 2.15%
Inspired LLC MO$155K · 0.54%
Bluemark Enterprises Inc MI$153K · 4.42%
Bluemark Enterprises Inc MI$153K · 4.42%
Coconut Logistics LLC NY$152K · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 831586596 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.