Plan Ledger DOL Form 5500 · updated monthly

Volta Charging Industries, LLC401(k)

VOLTA CHARGING INDUSTRIES, LLC RETIREMENT TRUST · SAN FRANCISCO, CA · plan year 2022

Reported admin expense ratio · 2022
0.19%

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

Volta Charging Industries, LLC reported $20,686 in plan administrative expenses for 2022: 0.19% of average plan assets, below the peer median. Employer contributions averaged $5,099 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 $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in California (5,238th of 9,483), and the 1,103rd of 2,677 in transportation & warehousing. In 2022, employees put in $2.19 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,830,238
Participants with balances298
Active participants237
Employer contributions$1,208,378
Employee contributions$2,648,513
Employer contribution per active participant$5,099
Average account balance$36,343
Benefits paid to participants$1,449,734
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Administrative expenses, itemized · 2022
Investment management$597
Total administrative$20,686
The Volta Charging Industries, LLC 401(k) match · 2022
Employer contribution per active participant$5,099
Median for plans this size$2,266

Volta Charging Industries, LLC's 2022 employer contribution ran above the $2,266 median for plans its size, placing it in the top 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$20,686 · 0.19%
Similar plansTransportation & Warehousing · California
Custom Goods, LLC CA$11.6M · 0.85%
Dc Logistics, LLC CA$11.6M · 1.09%
Singapore Airlines Limited CA$11.2M · 0.45%
Siller Brothers Inc CA$10.9M · 0.35%
Komyo America Co., Inc. CA$10.8M · 0.76%
Meiko America, Inc. CA$10.7M · 0.05%
Tiger Lines, LLC CA$10.6M · 0.71%

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Source: U.S. Department of Labor, Form 5500 series, EIN 271839056 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.