Plan Ledger DOL Form 5500 · updated monthly

Total Transportation & Distribution, Inc.401(k)

TOTAL TRANSPORTATION & DISTRIBUTION, INC. PROFIT SHARING 401(K) PLAN · FULLERTON, CA · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Total Transportation & Distribution, Inc. reported $2,725 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1 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 0.27% to 0.10%. 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 California (7,843rd of 9,483), and 1,937th of 2,677 in transportation & warehousing. In 2024, employees put in $2371.63 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,004,142
Participants with balances172
Active participants168
Employer contributions$147
Employee contributions$348,630
Employer contribution per active participant$1
Average account balance$17,466
Benefits paid to participants$96,365
Plan auditUnmodified (clean) audit opinion
AuditorMATTHEW LEMAS CPA & ASSOCIATES
Plan history3
Yearassets · accounts · employer contribution
2024$3.0M · 172 accts · $147 emplr
2023$2.5M · 160 accts · $3K emplr
2022$2.1M · 164 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,575
Total administrative$2,725
The Total Transportation & Distribution, Inc. 401(k) match · 2024
Employer contribution per active participant$1
Median for plans this size$1,313
2024$1 per active participant
2023$18 per active participant

Total Transportation & Distribution, Inc.'s 2024 employer contribution ran below the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
SCP RETIREMENT SERVICES LLC · Other servicesindirect comp
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$2,725 · 0.10%
2023$16,350 · 0.71%
2022$5,735 · 0.27%
Same employer
Similar plansTransportation & Warehousing · California
Flowspace, Inc CA$3.1M · 0.09%
Sierra Railroad Company CA$3.0M · 0.04%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 330844004 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.