Plan Ledger DOL Form 5500 · updated monthly

Upstate Sc Logistics LLC401(k)

UPSTATE SC LOGISTICS 401(K) PLAN · INMAN, SC · plan year 2024

Reported admin expense ratio · 2024
0.54%

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

Upstate Sc Logistics LLC reported $782 in plan administrative expenses for 2024: 0.54% of average plan assets, below the peer median. Employer contributions averaged $503 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 0.01% to 0.54%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in South Carolina (795th of 807), and 2,568th of 2,677 in transportation & warehousing. In 2024, employees put in $3.37 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$211,583
Participants with balances77
Active participants102
Employer contributions$51,329
Employee contributions$172,766
Employer contribution per active participant$503
Average account balance$2,748
Benefits paid to participants$109,812
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$212K · 77 accts · $51K emplr
2023$78K · 132 accts · $21K emplr
Administrative expenses, itemized · 2024
Investment management$782
Total administrative$782
The Upstate Sc Logistics LLC 401(k) match · 2024
Employer contribution per active participant$503
Median for plans this size$540
2024$503 per active participant
2023$105 per active participant

Upstate Sc Logistics LLC's 2024 employer contribution ran below the $540 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2024$782 · 0.54%
2023$9 · 0.01%
Similar plansTransportation & Warehousing · South Carolina
Lmr Trucking Inc SC$1.2M · 0.73%
Translytix LLC SC$224K · 0.37%
Steo Group Inc. CA$218K · 1.80%
Nova Logistics Inc. KS$212K · 0.57%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841894263 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.