Plan Ledger DOL Form 5500 · updated monthly

Trailboss Enterprises401(k)

TRAILBOSS ENTERPRISES, INC. 401(K) PLAN · ANCHORAGE, AK · plan year 2024

Reported admin expense ratio · 2024
1.21%

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

Trailboss Enterprises reported $72,738 in plan administrative expenses for 2024: 1.21% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,803 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 1.31% to 1.21%. 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 Alaska (117th of 160), and 1,428th of 2,677 in transportation & warehousing. In 2024, the employer put in $1.85 for every $1.00 employees contributed themselves; active participation has grown from 190 to 432 since 2022.

Plan summary
Net assets, end of year$6,706,727
Participants with balances567
Active participants432
Employer contributions$778,995
Employee contributions$420,099
Employer contribution per active participant$1,803
Average account balance$11,828
Benefits paid to participants$388,710
Plan auditUnmodified (clean) audit opinion
AuditorMALONEY AND NOVOTNY
Plan history3
Yearassets · accounts · employer contribution
2024$6.7M · 567 accts · $779K emplr
2023$5.3M · 379 accts · $474K emplr
2022$4.6M · 350 accts · $308K emplr
Administrative expenses, itemized · 2024
Investment management$72,738
Total administrative$72,738
The Trailboss Enterprises 401(k) match · 2024
Employer contribution per active participant$1,803
Median for plans this size$1,313
2024$1,803 per active participant
2023$1,754 per active participant
2022$1,620 per active participant

Trailboss Enterprises'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 · 20246
LATITUDE SERVICE COMPANY INC · Plan administrator$32,881
ARBOR CAPITAL MANAGEMENT · Investment advisory (participants) · Investment advisory (plan)$17,129
BRINKER CAPITAL INVESTMENTS · Investment advisory (participants)$6,968
IRON FIDUCIARY · Investment management$4,817
NATIONWIDE · Custodial (securities)$1,204
SECURITIES AMERICA INC · Trustee (directed)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$72,738 · 1.21%
2023$74,496 · 1.51%
2022$70,846 · 1.31%
Same employer
Similar plansTransportation & Warehousing · Alaska
Ryan Air, Inc. AK$7.5M · 0.02%
Sourdough Express, Inc. AK$6.3M · 0.01%
Kalinin Holdings, Inc. AK$3.3M · 1.26%
Bac Transportation LLC AK$511K · 0.67%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 920152880 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.