Plan Ledger DOL Form 5500 · updated monthly

Total Logistics, Inc.ESOP

TOTAL LOGISTICS, INC. EMPLOYEE STOCK OWNERSHIP PLAN · OAKDALE, MN · plan year 2022

Reported admin expense ratio · 2022
4.76%

Total Logistics, Inc. reported $155,937 in plan administrative expenses for 2022: 4.76% of average plan assets, higher than ~90% 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.

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 Minnesota (1,530th of 1,918), and 1,536th of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$5,776,074
Participants with balances649
Active participants0
Employer contributions$9
Employee contributions—
Employer contribution per active participant—
Average account balance$8,900
Benefits paid to participants$7,052,065
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$5.8M · 649 accts · $9 emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$155,937
Total administrative$155,937
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 history2
2023Not separately reported
2022$155,937 · 4.76%
All plans at this employer2
TOTAL LOGISTICS I, LLC EMPLOYEE RETIREMENT PLAN401(k)
TOTAL LOGISTICS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
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Triangle Warehouse, Inc. MN$6.9M · 0.07%
California Overland, LTD. MN$6.2M · 0.82%
Lefebvre Companies, Inc. MN$6.2M · 0.62%
Jefferson Partners, L.P. MN$4.7M · 0.90%

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Source: U.S. Department of Labor, Form 5500 series, EIN 371744842 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.