Plan Ledger DOL Form 5500 · updated monthly

Valley Transportation Service, Inc401(k)

VALLEY TRANSPORTATION SERVICE, INC. · GRAND MEADOW, MN · plan year 2022

Reported admin expense ratio · 2022
0.02%

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

Valley Transportation Service, Inc reported $1,390 in plan administrative expenses for 2022: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,593 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.

The plan sits in the $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Minnesota (1,515th of 1,918), and 1,511th of 2,677 in transportation & warehousing. In 2022, employees put in $1.62 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$5,949,585
Participants with balances97
Active participants127
Employer contributions$202,343
Employee contributions$327,974
Employer contribution per active participant$1,593
Average account balance$61,336
Benefits paid to participants$236,110
Plan auditUnmodified (clean) audit opinion
AuditorSMITH, SCHAFER & ASSOCIATES, LTD
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,390
Total administrative$1,390
The Valley Transportation Service, Inc 401(k) match · 2022
Employer contribution per active participant$1,593
Median for plans this size$1,114

Valley Transportation Service, Inc's 2022 employer contribution ran above the $1,114 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,390 · 0.02%
Same employer
Similar plansTransportation & Warehousing · Minnesota
Transport Designs, Inc. MN$7.7M · 0.59%
Triangle Warehouse, Inc. MN$6.9M · 0.07%
California Overland, LTD. MN$6.2M · 0.82%
Lefebvre Companies, Inc. MN$6.2M · 0.62%
Total Logistics, Inc. MN$5.8M · 4.76%
Jefferson Partners, L.P. MN$4.7M · 0.90%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742581531 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.