Plan Ledger DOL Form 5500 · updated monthly

Utility Trailer Sales S.E. Texas401(k)

UTILITY TRAILER SALES OF S.E. TEXAS, INC. 401(K) PLAN · HOUSTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Utility Trailer Sales S.E. Texas reported $33,203 in plan administrative expenses for 2024: 0.16% of average plan assets, below the peer median. Employer contributions averaged $442 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 rose from 0.08% to 0.16%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 1,895th-largest of 5,688 plans among Texas employers on file, and the 1,353rd of 5,215 in retail trade. In 2024, employees put in $11.27 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$21,959,225
Participants with balances374
Active participants323
Employer contributions$142,660
Employee contributions$1,607,288
Employer contribution per active participant$442
Average account balance$58,715
Benefits paid to participants$1,147,653
Plan auditUnmodified (clean) audit opinion
AuditorSVADLENAK SEE & COMPANY P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$22.0M · 374 accts · $143K emplr
2023$18.8M · 372 accts · $147K emplr
2022$15.5M · 368 accts · $130K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,716
Investment management$8,487
Total administrative$33,203
The Utility Trailer Sales S.E. Texas 401(k) match · 2024
Employer contribution per active participant$442
Median for plans this size$2,416
2024$442 per active participant
2023$447 per active participant
2022$401 per active participant

Utility Trailer Sales S.E. Texas'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 · 20243
ADP, INC. · Loan processing · Recordkeeping$24,716
MERRILL LYNCH PIERCE FENNER & SMITH · Recordkeeping · Pension consulting$8,487
ADP BROKER-DEALER · Other servicesindirect comp

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

Recordkeeper by year2
2024ADP, Bank of America / Merrill
2023ADP

This plan has changed recordkeepers within these filings. If you left Utility Trailer Sales S.E. Texas before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$33,203 · 0.16%
2023$20,578 · 0.12%
2022$14,497 · 0.08%
Same employer
Similar plansRetail Trade · Texas
Cavender Cadillac Company TX$23.2M · 0.07%
Indigo Auto Group TX$22.6M · 0.30%
Calendar Holdings LLC TX$22.5M · 0.23%
Moritz Partners, LP TX$22.3M · 0.23%
Eyemart Express, LLC TX$21.8M · 0.70%
Sames Motor Company, Inc. TX$21.0M · 0.61%

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Source: U.S. Department of Labor, Form 5500 series, EIN 741664009 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.