Plan Ledger DOL Form 5500 · updated monthly

Trius Trucking Inc401(k)

TRIUS TRUCKING INC 401(K) PROFIT SHARING PLAN & TRUST · FOWLER, CA · plan year 2023

Reported admin expense ratio · 2023
8.74%

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

Trius Trucking Inc reported $14,300 in plan administrative expenses for 2023: 8.74% of average plan assets, higher than ~90% of peers. Employer contributions averaged $0 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 1 year on file its reported administrative ratio rose from 6.90% to 8.74%. The plan sits in the under $1M size bracket, benchmarked here against 1,192 comparable plans and shown alongside other other services employers. By assets it is among the smaller plans on file in California (9,267th of 9,483), and 3,252nd of 3,341 in other services.

Plan summary
Net assets, end of year$195,258
Participants with balances95
Active participants103
Employer contributions$0
Employee contributions$87,057
Employer contribution per active participant$0
Average account balance$2,055
Benefits paid to participants$30,733
Plan auditUnmodified (clean) audit opinion
AuditorDRITSAS GROOM MCCORMICK LLP
Plan history2
Yearassets · accounts · employer contribution
2023$195K · 95 accts
2022$132K · 110 accts
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$13,364
Investment management$76
Trustee / custodial$860
Total administrative$14,300
The Trius Trucking Inc 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$522

Trius Trucking Inc's 2023 employer contribution ran below the $522 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
PAYCHEX, INC. · Recordkeeping$12,224

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

Administrative cost history2
2023$14,300 · 8.74%
2022$7,094 · 6.90%
Similar plansOther Services · California
Pacific Drive-Ins LLC CA$413K · 6.03%
Pwlc II Inc CA$277K · 3.20%
Mamelita, Inc. CA$214K · 0.03%
Dav Industries Inc CA$133K · 1.94%
The Apartment Company CA$132K · 1.94%

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Source: U.S. Department of Labor, Form 5500 series, EIN 680532506 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.