Plan Ledger DOL Form 5500 · updated monthly

Sunbelt Towing, Inc.401(k)

SUNBELT TOWING EMPLOYEE RETIREMENT SAVINGS PLAN · SAN DIEGO, CA · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Sunbelt Towing, Inc. reported $2,150 in plan administrative expenses for 2024: 0.06% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 2 years on file its reported administrative ratio rose from 0.03% to 0.06%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in California (7,530th of 9,483), and 1,830th of 2,677 in transportation & warehousing. active participation has grown from 98 to 108 since 2022.

Plan summary
Net assets, end of year$3,674,296
Participants with balances133
Active participants108
Employer contributions$0
Employee contributions$272,885
Employer contribution per active participant$0
Average account balance$27,626
Benefits paid to participants$258,236
Plan auditUnmodified (clean) audit opinion
AuditorCWDL CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$3.7M · 133 accts
2023$3.3M · 132 accts
2022$2.7M · 169 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,150
Total administrative$2,150
The Sunbelt Towing, Inc. 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Sunbelt Towing, Inc.'s 2024 employer contribution ran below the $1,313 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.

Service providers · 20241
CAPITAL GROUP RETIREMENT PLAN SVCS. · Trustee (directed) · Other services$2,150

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

Administrative cost history3
2024$2,150 · 0.06%
2023$3,768 · 0.13%
2022$800 · 0.03%
Similar plansTransportation & Warehousing · California
Ajr Trucking, Inc. CA$3.9M · 1.90%
Total Warehouse, Inc. CA$3.9M · 0.11%
Booster Fuels, Inc. CA$3.8M · 0.10%
A.P. Express Logistics CA$3.4M · 0.50%
Quik Pick Express, LLC CA$3.4M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 330442747 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.