Plan Ledger DOL Form 5500 · updated monthly

US Logistics Solutions, Inc.401(k)

SOLUTIONS 401(K) PLAN · HUMBLE, CO · plan year 2023

Reported admin expense ratio · 2023
1.09%

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

US Logistics Solutions, Inc. reported $130,319 in plan administrative expenses for 2023: 1.09% 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 0.65% to 1.09%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 710th-largest of 1,461 plans among Colorado employers on file, and the 1,018th of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$12,376,904
Participants with balances761
Active participants1,035
Employer contributions$0
Employee contributions$1,641,848
Employer contribution per active participant$0
Average account balance$16,264
Benefits paid to participants$2,605,576
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$12.4M · 761 accts
2022$11.5M · 999 accts · $306K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$51,780
Investment management$37,917
Total administrative$130,319
The US Logistics Solutions, Inc. 401(k) match · 2023
Employer contribution per active participant$0
Median for plans this size$2,440

US Logistics Solutions, Inc.'s 2023 employer contribution ran below the $2,440 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 · 20234
NFP RETIREMENT INC · Investment advisory (plan)$17,147
MMA SECURITIES LLC · Investment advisory (plan)$15,933
EMPOWER ADVISORY GROUP, LLC · Investment management$4,837

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$130,319 · 1.09%
2022$82,538 · 0.65%
Same employer
Similar plansTransportation & Warehousing · Colorado
Windigo Logistics CO$15.7M · 0.42%
Mesa Systems, Inc. CO$10.2M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 260555878 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.