Plan Ledger DOL Form 5500 · updated monthly

Tony's Express, Inc. & Economy Packaging, Inc.401(k)

TONY'S EXPRESS, INC. & ECONOMY PACKAGING, INC. 401(K) PLAN · FONTANA, CA · plan year 2022

Reported admin expense ratio · 2022
0.02%

Tony's Express, Inc. & Economy Packaging, Inc. reported $1,102 in plan administrative expenses for 2022: 0.02% of average plan assets, lower than ~75% of peers. 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 rose from 0.02% to 0.49%. 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 California (6,709th of 9,483), and 1,520th of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$5,908,038
Participants with balances176
Active participants170
Employer contributions—
Employee contributions$118,258
Employer contribution per active participant—
Average account balance$33,568
Benefits paid to participants$258,135
Plan auditUnmodified (clean) audit opinion
AuditorJWT & ASSOCIATES, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$1.8M · 135 accts
2023$4.2M · 176 accts
2022$5.9M · 176 accts
Administrative expenses, itemized · 2022
Investment management$1,102
Total administrative$1,102
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 history3
2024$14,599 · 0.49%
2023$298 · 0.01%
2022$1,102 · 0.02%
Similar plansTransportation & Warehousing · California
Dexterity, Inc. CA$6.0M · 0.23%
Gsc Logistics, Inc. CA$5.9M · 0.00%
Runbuggy Omi, Inc. CA$5.1M · 0.93%

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Source: U.S. Department of Labor, Form 5500 series, EIN 952392469 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.