Plan Ledger DOL Form 5500 · updated monthly

Waller Truck, Co., Inc.401(k)

WALLER TRUCK CO., INC. 401(K) PROFIT SHARING PLAN · EXCELSIOR SPRINGS, MO · plan year 2022

Reported admin expense ratio · 2022
0.47%

Waller Truck, Co., Inc. reported $9,667 in plan administrative expenses for 2022: 0.47% of average plan assets, below the peer median. 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 Missouri (1,274th of 1,393), and 2,142nd of 2,677 in transportation & warehousing.

Plan summary
Net assets, end of year$1,837,389
Participants with balances94
Active participants88
Employer contributions—
Employee contributions$72,964
Employer contribution per active participant—
Average account balance$19,547
Benefits paid to participants$120,919
Plan auditUnmodified (clean) audit opinion
AuditorMAYER HOFFMAN MCCANN P.C.
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$9,667 · 0.47%
Same employer
Similar plansTransportation & Warehousing · Missouri
Tcsi - Transland, Inc. MO$3.5M · 0.89%
Climate Express, Inc. MO$2.1M · 1.24%
Associated Couriers, Inc. MO$1.9M · 0.15%
Davidson Logistics, Inc. MO$1.4M · 1.13%
Trailiner Corporation MO$1.4M · 0.95%

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Source: U.S. Department of Labor, Form 5500 series, EIN 430910271 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.