Plan Ledger DOL Form 5500 · updated monthly

Superior Transportation Associates, Inc.401(k)

SUPERIOR TRANSPORTATION ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN · COSTA MESA, CA · plan year 2024

Reported admin expense ratio · 2024
0.93%

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

Superior Transportation Associates, Inc. reported $56,286 in plan administrative expenses for 2024: 0.93% of average plan assets, higher than ~75% of peers. Employer contributions averaged $3,973 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 0.84% to 0.93%. 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 (6,350th of 9,483), and 1,402nd of 2,677 in transportation & warehousing. In 2024, employees put in $2.12 for every $1.00 the employer contributed; active participation has shrunk from 158 to 126 since 2022.

Plan summary
Net assets, end of year$6,957,507
Participants with balances120
Active participants126
Employer contributions$500,555
Employee contributions$1,061,678
Employer contribution per active participant$3,973
Average account balance$57,979
Benefits paid to participants$563,680
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.0M · 120 accts · $501K emplr
2023$5.2M · 126 accts · $462K emplr
2022$3.5M · 110 accts · $366K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$56,286
Total administrative$56,286
The Superior Transportation Associates, Inc. 401(k) match · 2024
Employer contribution per active participant$3,973
Median for plans this size$1,313
2024$3,973 per active participant
2023$3,252 per active participant
2022$2,318 per active participant

Superior Transportation Associates, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top 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
JOHN HANCOCK LIFE INSURANCE COMPANY · Recordkeeping · Investment management$2,522

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$56,286 · 0.93%
2023$61,626 · 1.42%
2022$27,004 · 0.84%
Same employer
Similar plansTransportation & Warehousing · California
Winedirect, Inc. CA$6.9M · 0.47%
Paratransit, Inc. CA$6.8M · 0.28%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 562516018 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.