Plan Ledger DOL Form 5500 · updated monthly

Transport Refrigeration Inc.401(k)

TRANSPORT REFRIGERATION INC. 401(K) PROFIT SHARING PLAN · DE PERE, WI · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Transport Refrigeration Inc. reported $20,658 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $399 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 3 years on file its reported administrative ratio has held roughly steady near 0.19%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Wisconsin (1,179th of 1,936), and the 1,038th of 2,677 in transportation & warehousing. In 2024, employees put in $4.23 for every $1.00 the employer contributed; active participation has grown from 298 to 631 since 2022.

Plan summary
Net assets, end of year$12,019,702
Participants with balances674
Active participants631
Employer contributions$251,477
Employee contributions$1,062,597
Employer contribution per active participant$399
Average account balance$17,833
Benefits paid to participants$579,556
Plan auditUnmodified (clean) audit opinion
AuditorKERBER ROSE
Plan history3
Yearassets · accounts · employer contribution
2024$12.0M · 674 accts · $251K emplr
2023$9.5M · 477 accts · $188K emplr
2022$7.6M · 314 accts · $171K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,658
Total administrative$20,658
The Transport Refrigeration Inc. 401(k) match · 2024
Employer contribution per active participant$399
Median for plans this size$2,416
2024$399 per active participant
2023$417 per active participant
2022$574 per active participant

Transport Refrigeration Inc.'s 2024 employer contribution ran below the $2,416 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 · 20241
JPMORGAN INVEST HOLDINGS LLC$20,658

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$20,658 · 0.19%
2023$15,142 · 0.18%
2022$16,045 · 0.20%
Same employer
Similar plansTransportation & Warehousing · Wisconsin
Ace Corporate Support, Inc. WI$12.4M · 0.45%
Potato King, Inc. WI$12.3M · 0.51%
Tax Airfreight, Inc. WI$12.2M · 0.50%
Evans Transportation WI$12.0M · 0.08%
Valley Express LLC WI$11.4M · 0.45%
B & K Transportation, Inc. WI$11.0M · 0.53%
Rgl Holdings, Inc. WI$10.2M · 0.34%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391034368 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.