Plan Ledger DOL Form 5500 · updated monthly

Trancy Logistics America Corporation401(k)

TRANCY LOGISTICS AMERICA CORPORATION 401(K) SAVINGS PLAN · ERLANGER, KY · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Trancy Logistics America Corporation reported $3,475 in plan administrative expenses for 2024: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $915 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 rose from 0.10% to 0.13%. 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 Kentucky (735th of 871), and 1,972nd of 2,677 in transportation & warehousing. In 2024, employees put in $1.44 for every $1.00 the employer contributed; active participation has grown from 114 to 162 since 2022.

Plan summary
Net assets, end of year$2,798,510
Participants with balances226
Active participants162
Employer contributions$148,191
Employee contributions$212,690
Employer contribution per active participant$915
Average account balance$12,383
Benefits paid to participants$284,564
Plan auditUnmodified (clean) audit opinion
AuditorBLUE AND COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$2.8M · 226 accts · $148K emplr
2023$2.5M · 187 accts · $130K emplr
2022$2.0M · 187 accts · $130K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,475
Total administrative$3,475
The Trancy Logistics America Corporation 401(k) match · 2024
Employer contribution per active participant$915
Median for plans this size$1,313
2024$915 per active participant
2023$962 per active participant
2022$1,138 per active participant

Trancy Logistics America Corporation's 2024 employer contribution ran below 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 · 20241

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$3,475 · 0.13%
2023$1,850 · 0.08%
2022$1,990 · 0.10%
Same employer
Similar plansTransportation & Warehousing · Kentucky
Road & Rail Services LLC KY$4.3M · 0.03%
Sterett Companies, LLC KY$4.1M · 0.89%
Mr P. Express KY$3.4M · 0.67%
Houston-Johnson Inc. KY$1.3M · 1.16%
Pyles Transport Inc. KY$919K · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953971839 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.