Plan Ledger DOL Form 5500 · updated monthly

Tsd Logistics, Inc.401(k)

TSD LOGISTICS, INC. 401(K) PROFIT SHARING PLAN · TEXARKANA, TX · plan year 2023

Reported admin expense ratio · 2023
1.53%

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

Tsd Logistics, Inc. reported $23,244 in plan administrative expenses for 2023: 1.53% of average plan assets, higher than ~90% of peers. Employer contributions averaged $923 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 1.30% to 1.53%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other management of companies employers. By assets it is among the smaller plans on file in Texas (5,074th of 5,688), and 739th of 786 in management of companies. In 2023, employees put in $1.98 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,579,277
Participants with balances79
Active participants104
Employer contributions$96,035
Employee contributions$189,866
Employer contribution per active participant$923
Average account balance$19,991
Benefits paid to participants$300,825
Plan auditUnmodified (clean) audit opinion
AuditorHCJ CPAS & ADVISORS, PLLC
Plan history2
Yearassets · accounts · employer contribution
2023$1.6M · 79 accts · $96K emplr
2022$1.5M · 112 accts · $80K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$23,244
Total administrative$23,244
The Tsd Logistics, Inc. 401(k) match · 2023
Employer contribution per active participant$923
Median for plans this size$1,308
2023$923 per active participant
2022$750 per active participant

Tsd Logistics, Inc.'s 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
DEFINITI LLC · Contract administrator$6,036
LION STREET FINANCIAL, LLCindirect comp

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$23,244 · 1.53%
2022$19,728 · 1.30%
Similar plansManagement of Companies · Texas
Vilico Management LLC TX$1.7M · 0.09%
Ccng, Inc. TX$1.6M · 0.75%
Tigua, Inc. TX$1.6M · 1.31%
Potluck Hospitality TX$1.5M · 0.72%
Sunland Capital LLC TX$1.3M · 0.03%
Amd Global, LLC TX$321K · 0.86%

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Source: U.S. Department of Labor, Form 5500 series, EIN 710535925 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.