Plan Ledger DOL Form 5500 · updated monthly

Tampa Bay Area Logistics LLC401(k)

TAMPA BAY AREA LOGISTICS LLC 401(K) PLAN · TAMPA, FL · plan year 2024

Reported admin expense ratio · 2024
0.48%

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

Tampa Bay Area Logistics LLC reported $922 in plan administrative expenses for 2024: 0.48% of average plan assets, below the peer median. Employer contributions averaged $606 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 1 year on file its reported administrative ratio rose from 0.14% to 0.48%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Florida (3,568th of 3,644), and 2,551st of 2,677 in transportation & warehousing. In 2024, employees put in $2.61 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$240,450
Participants with balances139
Active participants56
Employer contributions$33,940
Employee contributions$88,568
Employer contribution per active participant$606
Average account balance$1,730
Benefits paid to participants$49,222
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$240K · 139 accts · $34K emplr
2023$143K · 111 accts · $46K emplr
Administrative expenses, itemized · 2024
Investment management$922
Total administrative$922
The Tampa Bay Area Logistics LLC 401(k) match · 2024
Employer contribution per active participant$606
Median for plans this size$540
2024$606 per active participant
2023$603 per active participant

Tampa Bay Area Logistics LLC's 2024 employer contribution ran above the $540 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.

Administrative cost history2
2024$922 · 0.48%
2023$197 · 0.14%
Similar plansTransportation & Warehousing · Florida
Shore Delivery LLC FL$287K · 0.54%
Co Logistics LLC FL$277K · 0.43%
Aerothrust Holdings LLC FL$261K · 3.06%
St Pete Delivery Inc FL$255K · 0.49%
Kardia Transport, LLC FL$169K · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 834347250 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.