Plan Ledger DOL Form 5500 · updated monthly

Takkion Managementco LLC401(k)

TAKKION MANAGEMENTCO LLC 401(K) PLAN · CASPER, WY · plan year 2024

Reported admin expense ratio · 2024
0.27%

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

Takkion Managementco LLC reported $62,303 in plan administrative expenses for 2024: 0.27% of average plan assets, below the peer median. Employer contributions averaged $1,572 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 has held roughly steady near 0.27%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 17th-largest of 81 plans among Wyoming employers on file, and the 618th of 2,677 in transportation & warehousing. In 2024, employees put in $1.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$26,024,868
Participants with balances1,335
Active participants1,621
Employer contributions$2,547,444
Employee contributions$4,242,992
Employer contribution per active participant$1,572
Average account balance$19,494
Benefits paid to participants$3,341,901
Plan auditUnmodified (clean) audit opinion
AuditorKETEL THORSTENSON, LLP
Plan history2
Yearassets · accounts · employer contribution
2024$26.0M · 1,335 accts · $2.5M emplr
2023$19.7M · 1,511 accts · $2.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$62,303
Total administrative$62,303
The Takkion Managementco LLC 401(k) match · 2024
Employer contribution per active participant$1,572
Median for plans this size$2,416
2024$1,572 per active participant
2023$2,367 per active participant

Takkion Managementco LLC's 2024 employer contribution ran below the $2,416 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 · 20243
EPIC RETIREMENT PLAN SERVICES · Recordkeeping · Loan processing$23,663
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$38,640
MORNINGSTAR INVESTMENT MANAGEMENT L · 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.

Recordkeeper by year2
2024EPIC RPS
2023EPIC RPS

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

Administrative cost history2
2024$62,303 · 0.27%
2023$41,420 · 0.26%
Same employer
Similar plansTransportation & Warehousing · Wyoming
Peoples Services, Inc. OH$26.3M · 0.47%
The Gypsum Group NY$26.2M · 0.54%
Acme Truck Line, Inc. LA$26.2M · 0.73%
Priority Ambulance, LLC AZ$26.1M · 0.61%
Corovan Corporation CA$26.0M · 0.14%
Eagle Transport Corporation NC$25.8M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 863311896 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.