Plan Ledger DOL Form 5500 · updated monthly

T Square Logistic Services Corporation401(k)

T SQUARE LOGISTIC SERVICES 401(K) PLAN · COLORADO SPRINGS, CO · plan year 2024

Reported admin expense ratio · 2024
1.11%

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

T Square Logistic Services Corporation reported $55,188 in plan administrative expenses for 2024: 1.11% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,923 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 3 years on file its reported administrative ratio has held roughly steady near 1.11%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in Colorado (1,053rd of 1,461), and 2,289th of 3,341 in other services. In 2024, the employer put in $1.99 for every $1.00 employees contributed themselves; active participation has grown from 213 to 268 since 2022.

Plan summary
Net assets, end of year$5,001,560
Participants with balances134
Active participants268
Employer contributions$515,295
Employee contributions$259,358
Employer contribution per active participant$1,923
Average account balance$37,325
Benefits paid to participants$1,325,811
Plan auditUnmodified (clean) audit opinion
AuditorZAVERSNIK ABBOTT & ASSOCIATES, PLLC
Plan history3
Yearassets · accounts · employer contribution
2024$5.0M · 134 accts · $515K emplr
2023$4.9M · 112 accts · $477K emplr
2022$4.3M · 109 accts · $467K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$55,188
Total administrative$55,188
The T Square Logistic Services Corporation 401(k) match · 2024
Employer contribution per active participant$1,923
Median for plans this size$1,313
2024$1,923 per active participant
2023$4,261 per active participant
2022$2,193 per active participant

T Square Logistic Services Corporation'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 · 20244
MARK OLEARY$20,812
VOYA RETIREMENT ADVISORS, LLC · Investment advisory (participants)$1,886
THE ALLOCATION COMPANY · Other servicesindirect comp
VOYA RETIREMENT INS. & ANN CO · Investment advisory (participants)indirect comp

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$55,188 · 1.11%
2023$47,388 · 1.03%
2022$52,324 · 1.09%
Same employer
Similar plansOther Services · Colorado
Mader Corporation CO$6.2M · 0.67%
Streamline Brands CO$4.8M · 1.14%
Cadence International CO$4.4M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841458014 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.