Plan Ledger DOL Form 5500 · updated monthly

Transportation Charter Services, Inc.401(k)

TRANSPORTATION CHARTER SERVICES, INC. 401(K) PLAN · ORANGE, CA · plan year 2019

Reported admin expense ratio · 2019
1.13%

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

Transportation Charter Services, Inc. reported $76,956 in plan administrative expenses for 2019: 1.13% of average plan assets, higher than ~75% of peers. Employer contributions averaged $427 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 5 years on file its reported administrative ratio rose from 0.20% to 0.33%. The plan sits in the $1M–$10M size bracket, benchmarked here against 238 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in California (6,199th of 9,483), and 1,357th of 2,677 in transportation & warehousing. In 2019, employees put in $2.89 for every $1.00 the employer contributed; active participation has grown from 394 to 437 since 2017.

Plan summary
Net assets, end of year$7,448,380
Participants with balances191
Active participants437
Employer contributions$186,747
Employee contributions$540,086
Employer contribution per active participant$427
Average account balance$38,997
Benefits paid to participants$473,310
Plan auditDisclaimer of opinion
AuditorCW ASSOCIATES, CPAS
Plan history8
Yearassets · accounts · employer contribution
2024$0 · $136K emplr
2023$5.1M · 163 accts · $155K emplr
2022$4.0M · 162 accts · $300K emplr
2021$5.0M · 143 accts · $44K emplr
2020$5.0M · 148 accts · $80K emplr
2019$7.4M · 191 accts · $187K emplr
2018$6.2M · 189 accts · $199K emplr
2017$7.4M · 143 accts · $80K emplr
The Transportation Charter Services, Inc. 401(k) match · 2019
Employer contribution per active participant$427
Median for plans this size$892
2023$1,094 per active participant
2022$1,737 per active participant
2021$266 per active participant
2020$607 per active participant
2019$427 per active participant

Transportation Charter Services, Inc.'s 2019 employer contribution ran below the $892 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 2019 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Recordkeeper by year2
2024ROCKY MOUNTAIN EMPLOYEE BENEFITS
2023ROCKY MOUNTAIN EMPLOYEE BENEFITS

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history8
2024Not separately reported
2023$15,064 · 0.33%
2022$11,495 · 0.25%
2021$32,018 · 0.64%
2020$26,502 · 0.43%
2019$76,956 · 1.13%
2018$13,608 · 0.20%
2017Not separately reported
Similar plansTransportation & Warehousing · California
Tarditi, Inc. CA$7.5M · 0.63%
Dirt Cheap, Inc. CA$7.5M · 0.07%
Sun Air Jets, LLC CA$7.5M · 0.29%
Unipac Shipping Inc. CA$7.5M · 0.59%
Skyryse CA$7.4M · 0.01%
Next Trucking, Inc. CA$7.1M · 0.53%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 330326013 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.