Plan Ledger DOL Form 5500 · updated monthly

Telford Aviation Inc401(k)

TELFORD AVIATION INC 401(K) PROFIT SHARING PLAN & TRUST · MILWAUKEE, WI · plan year 2022

Reported admin expense ratio · 2022
0.73%

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

Telford Aviation Inc reported $32,085 in plan administrative expenses for 2022: 0.73% of average plan assets, above the peer median. Employer contributions averaged $0 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Wisconsin (1,711th of 1,936), and 1,795th of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$3,924,380
Participants with balances83
Active participants61
Employer contributions$0
Employee contributions$348,908
Employer contribution per active participant$0
Average account balance$47,282
Benefits paid to participants$653,882
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$13,959
Investment management$18,126
Total administrative$32,085
The Telford Aviation Inc 401(k) match · 2022
Employer contribution per active participant$0
Median for plans this size$1,114

Telford Aviation Inc's 2022 employer contribution ran below the $1,114 median for plans its size, in the bottom 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$32,085 · 0.73%
Similar plansTransportation & Warehousing · Wisconsin
Plainfield Trucking, Inc. WI$4.6M · 0.61%
Cedar Grove Warehouse Inc WI$4.5M · 0.71%
Prince Corporation WI$3.7M · 0.39%
Karl's Transport, Inc. WI$3.4M · 0.81%
Air Cargo Carriers, LLC WI$3.2M · 0.77%
Sparhawk Trucking, Inc. WI$3.1M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 010383314 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.