Plan Ledger DOL Form 5500 · updated monthly

Trego/Dugan Aviation, Inc.401(k)

TREGO-DUGAN 401(K) PLAN · NORTH PLATTE, NE · plan year 2024

Reported admin expense ratio · 2024
8.46%

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

Trego/Dugan Aviation, Inc. reported $121,337 in plan administrative expenses for 2024: 8.46% of average plan assets, higher than ~90% of peers. Employer contributions averaged $89 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 0.99% to 8.46%. 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 Nebraska (528th of 565), and 2,151st of 2,677 in transportation & warehousing. In 2024, employees put in $4.28 for every $1.00 the employer contributed; active participation has grown from 241 to 2,142 since 2022.

Plan summary
Net assets, end of year$1,796,204
Participants with balances440
Active participants2,142
Employer contributions$191,703
Employee contributions$820,840
Employer contribution per active participant$89
Average account balance$4,082
Benefits paid to participants$335,586
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.8M · 440 accts · $192K emplr
2023$1.1M · 349 accts · $99K emplr
2022$673K · 30 accts · $25K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$121,337
Total administrative$121,337
The Trego/Dugan Aviation, Inc. 401(k) match · 2024
Employer contribution per active participant$89
Median for plans this size$1,313
2024$89 per active participant
2023$50 per active participant
2022$104 per active participant

Trego/Dugan Aviation, 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 · 20241
ADP, INC. · Recordkeeping$121,337

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP
2023ADP

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Administrative cost history3
2024$121,337 · 8.46%
2023$61,088 · 7.00%
2022$7,686 · 0.99%
Similar plansTransportation & Warehousing · Nebraska
Badlands Tank Lines NE$3.2M · 0.16%
Capital Express, Inc. NE$2.4M · 0.37%
Aatc Holdings, Inc. NE$965K · 1.46%
Omaha Industries, Inc. NE$144K · 3.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470497791 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.