Plan Ledger DOL Form 5500 · updated monthly

Walsh Trucking Company LTD401(k)

WALSH TRUCKING COMPANY LTD 401(K) RETIREMENT SALARY SAVINGS · TROUTDALE, OR · plan year 2024

Reported admin expense ratio · 2024
0.34%

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

Walsh Trucking Company LTD reported $44,985 in plan administrative expenses for 2024: 0.34% of average plan assets, above the peer median. Employer contributions averaged $241 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 0.32% to 0.34%. 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 462nd-largest of 1,021 plans among Oregon employers on file, and the 952nd of 2,677 in transportation & warehousing. In 2024, employees put in $7.54 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$13,719,214
Participants with balances191
Active participants520
Employer contributions$125,277
Employee contributions$944,768
Employer contribution per active participant$241
Average account balance$71,828
Benefits paid to participants$1,382,645
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$13.7M · 191 accts · $125K emplr
2023$12.7M · 192 accts · $128K emplr
2022$10.2M · 187 accts · $124K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,884
Investment management$24,101
Total administrative$44,985
The Walsh Trucking Company LTD 401(k) match · 2024
Employer contribution per active participant$241
Median for plans this size$2,416
2024$241 per active participant
2023$265 per active participant
2022$261 per active participant

Walsh Trucking Company LTD'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
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$54,100
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$20,884
LEONARD ADAMS INSURANCE INC DBA LEO · Other servicesindirect comp

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

Administrative cost history3
2024$44,985 · 0.34%
2023$39,185 · 0.34%
2022$36,338 · 0.32%
Same employer
Similar plansTransportation & Warehousing · Oregon
Omega Morgan Holdings Inc. OR$20.6M · 0.21%
Combined Transport, Inc. OR$14.5M · 0.15%
Aero Air, LLC OR$14.2M · 0.71%
Jubitz Corporation OR$10.2M · 0.22%
Tire Factory, Inc. OR$8.1M · 0.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 930744115 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.