Plan Ledger DOL Form 5500 · updated monthly

Sunset Logistics, Inc.401(k)

SUNSET LOGISTICS, INC 401(K) RETIREMENT PLAN · FORT WORTH, TX · plan year 2022

Reported admin expense ratio · 2022
1.36%

Sunset Logistics, Inc. reported $57,536 in plan administrative expenses for 2022: 1.36% of average plan assets, higher than ~90% 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.

Across the 1 year on file its reported administrative ratio rose from 1.36% to 1.76%. 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 Texas (4,281st of 5,688), and 1,767th of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$4,102,053
Participants with balances381
Active participants176
Employer contributions—
Employee contributions$609,997
Employer contribution per active participant—
Average account balance$10,767
Benefits paid to participants$376,739
Plan auditUnmodified (clean) audit opinion
AuditorSUTTON FROST CARY LLP
Plan history2
Yearassets · accounts · employer contribution
2023$3.8M · 226 accts
2022$4.1M · 381 accts
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$47,036
Professional / advisory$10,500
Total administrative$57,536
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 history2
2023$69,517 · 1.76%
2022$57,536 · 1.36%
Similar plansTransportation & Warehousing · Texas
V Sandco, LLC TX$4.2M · 0.39%
Davidson Oil Company TX$4.1M · 1.52%
Jetco Delivery, LLC TX$4.0M · 0.98%
Daniel B. Hastings, Inc. TX$4.0M · 0.01%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752887971 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.