Plan Ledger DOL Form 5500 · updated monthly

Terra Worldwide Logistics LLC401(k)

TERRA WORLDWIDE LOGISTICS 401(K) PLAN · ROSWELL, GA · plan year 2024

Reported admin expense ratio · 2024
0.26%

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

Terra Worldwide Logistics LLC reported $14,810 in plan administrative expenses for 2024: 0.26% of average plan assets, below the peer median. Employer contributions averaged $2,264 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 0.62% to 0.26%. 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 Georgia (1,468th of 2,160), and 1,413th of 2,677 in transportation & warehousing. In 2024, employees put in $1.43 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$6,884,739
Participants with balances245
Active participants337
Employer contributions$762,999
Employee contributions$1,088,699
Employer contribution per active participant$2,264
Average account balance$28,101
Benefits paid to participants$379,872
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.9M · 245 accts · $763K emplr
2023$4.5M · 231 accts · $712K emplr
2022$2.4M · 174 accts · $508K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,810
Total administrative$14,810
The Terra Worldwide Logistics LLC 401(k) match · 2024
Employer contribution per active participant$2,264
Median for plans this size$1,313
2024$2,264 per active participant
2023$1,971 per active participant
2022$1,480 per active participant

Terra Worldwide Logistics 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
ERISA SERVICES OF GA, LLC · Other services$14,810
MORNINGSTAR · Investment advisory (plan)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$14,810 · 0.26%
2023$11,069 · 0.32%
2022$9,922 · 0.62%
Same employer
Similar plansTransportation & Warehousing · Georgia
C. L. Services, Inc. GA$7.4M · 0.35%
Stord GA$7.1M · 0.11%
Trucks, Inc. GA$6.9M · 0.51%
Volato, Inc. GA$6.1M · 1.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 823255673 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.