Plan Ledger DOL Form 5500 · updated monthly

US Expediters, LLC401(k)

CPAP 401(K) PLAN · STAFFORD, TX · plan year 2023

Reported admin expense ratio · 2023
0.21%

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

US Expediters, LLC reported $5,975 in plan administrative expenses for 2023: 0.21% of average plan assets, below the peer median. Employer contributions averaged $1,606 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 has held roughly steady near 0.21%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Texas (4,515th of 5,688), and 4,275th of 5,215 in retail trade. In 2023, employees put in $4.71 for every $1.00 the employer contributed; active participation has shrunk from 84 to 70 since 2022.

Plan summary
Net assets, end of year$3,256,538
Participants with balances128
Active participants70
Employer contributions$112,392
Employee contributions$529,090
Employer contribution per active participant$1,606
Average account balance$25,442
Benefits paid to participants$332,957
Plan auditUnmodified (clean) audit opinion
AuditorWEINSTEIN SPIRA & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$0 · $98K emplr
2023$3.3M · 128 accts · $112K emplr
2022$2.5M · 112 accts · $111K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$5,975
Total administrative$5,975
The US Expediters, LLC 401(k) match · 2023
Employer contribution per active participant$1,606
Median for plans this size$1,308
2023$1,606 per active participant
2022$1,322 per active participant

US Expediters, LLC's 2023 employer contribution ran above 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 · 20231
NEWPORT GROUP, INC. · Claims processing · Recordkeeping$5,975

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

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

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Administrative cost history3
2024Not separately reported
2023$5,975 · 0.21%
2022$5,326 · 0.22%
Similar plansRetail Trade · Texas
Fat Quarter Shop LLC TX$3.3M · 1.00%
Arrow Ford, Inc. TX$3.3M · 0.12%
The Allee Corporation TX$3.3M · 0.02%
Cal's Convenience, Inc. TX$3.3M · 0.76%
Aries Freight Systems LP TX$3.2M · 0.72%
Stephen Joseph, Inc. TX$3.2M · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 760521364 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.