Plan Ledger DOL Form 5500 · updated monthly

Sutton Trucking LLC401(k)

SUTTON TRUCKING LLC 401(K) PLAN · WOOD VILLAGE, OR · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Sutton Trucking LLC reported $31,211 in plan administrative expenses for 2024: 0.54% of average plan assets, above the peer median. Employer contributions averaged $1,562 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 fell from 0.60% to 0.54%. 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 Oregon (706th of 1,021), and 1,502nd of 2,677 in transportation & warehousing. In 2024, employees put in $2.44 for every $1.00 the employer contributed; active participation has shrunk from 139 to 124 since 2022.

Plan summary
Net assets, end of year$6,048,336
Participants with balances118
Active participants124
Employer contributions$193,643
Employee contributions$472,745
Employer contribution per active participant$1,562
Average account balance$51,257
Benefits paid to participants$659,384
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.0M · 118 accts · $194K emplr
2023$5.5M · 128 accts · $186K emplr
2022$5.1M · 139 accts · $125K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$17,848
Investment management$13,363
Total administrative$31,211
The Sutton Trucking LLC 401(k) match · 2024
Employer contribution per active participant$1,562
Median for plans this size$1,313
2024$1,562 per active participant
2023$1,402 per active participant
2022$898 per active participant

Sutton Trucking LLC's 2024 employer contribution ran above the $1,313 median for plans its size. 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 · 20242
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$17,845
CAPFINANCIAL PARTNERS, LLC (DBA)CAP · Investment advisory (plan)$10,104

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

Recordkeeper by year2
2024The Standard
2023The Standard

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

Administrative cost history3
2024$31,211 · 0.54%
2023$30,086 · 0.57%
2022$32,155 · 0.60%
Same employer
Similar plansTransportation & Warehousing · Oregon
Tire Factory, Inc. OR$8.1M · 0.33%
A & M Transport, LLC OR$6.2M · 0.77%
Market Express, LLC OR$6.0M · 0.58%
Western Heavy Haul, Inc. OR$4.7M · 0.81%
Sherman Bros. Inc. OR$3.5M · 0.66%

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Source: U.S. Department of Labor, Form 5500 series, EIN 833707220 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.