Plan Ledger DOL Form 5500 · updated monthly

US Pack Services, LLC401(k)

US PACK SERVICES, LLC 401(K) PLAN · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
0.43%

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

US Pack Services, LLC reported $49,233 in plan administrative expenses for 2024: 0.43% of average plan assets, above the peer median. Employer contributions averaged $1,112 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 fell from 0.50% to 0.43%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other transportation & warehousing employers. By assets it is the 1,630th-largest of 3,644 plans among Florida employers on file, and the 1,067th of 2,677 in transportation & warehousing. In 2024, employees put in $3.50 for every $1.00 the employer contributed; active participation has shrunk from 454 to 314 since 2022.

Plan summary
Net assets, end of year$11,565,254
Participants with balances420
Active participants314
Employer contributions$349,128
Employee contributions$1,221,499
Employer contribution per active participant$1,112
Average account balance$27,536
Benefits paid to participants$2,690,836
Plan auditUnmodified (clean) audit opinion
AuditorCBIZ CPA P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$11.6M · 420 accts · $349K emplr
2023$11.1M · 553 accts · $365K emplr
2022$9.2M · 632 accts · $417K emplr
The US Pack Services, LLC 401(k) match · 2024
Employer contribution per active participant$1,112
Median for plans this size$2,416
2024$1,112 per active participant
2023$891 per active participant
2022$919 per active participant

US Pack Services, LLC's 2024 employer contribution ran below the $2,416 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
THE VANGUARD GROUP, INC. · Recordkeeping · Loan processing$41,404
VALLEY FORGE INVESTMENT CONSULTANTS · Investment advisory (plan)$28,318

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

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$49,233 · 0.43%
2023$44,329 · 0.44%
2022$48,053 · 0.50%
Same employer
Similar plansTransportation & Warehousing · Florida
Scotlynn USA Division, Inc. FL$12.6M · 0.79%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832725625 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.