Plan Ledger DOL Form 5500 · updated monthly

Warren Transport401(k)

WEAVE COMPANIES 401(K) PROFIT SHARING PLAN · BILLINGS, MT · plan year 2024

Reported admin expense ratio · 2024
0.73%

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

Warren Transport reported $49,463 in plan administrative expenses for 2024: 0.73% of average plan assets, above the peer median. Employer contributions averaged $3,025 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 0.69% to 0.73%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Montana (146th of 229), and 1,352nd of 2,677 in transportation & warehousing. In 2024, employees put in $1.69 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,472,822
Participants with balances172
Active participants139
Employer contributions$420,473
Employee contributions$710,345
Employer contribution per active participant$3,025
Average account balance$43,447
Benefits paid to participants$736,534
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.5M · 172 accts · $420K emplr
2023$6.0M · 156 accts · $415K emplr
2022$4.7M · 156 accts · $327K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$25,917
Investment management$23,546
Total administrative$49,463
The Warren Transport 401(k) match · 2024
Employer contribution per active participant$3,025
Median for plans this size$1,313
2024$3,025 per active participant
2023$2,826 per active participant
2022$2,512 per active participant

Warren Transport's 2024 employer contribution ran above the $1,313 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$18,646
EMPOWER ADVISORY GROUP, LLC · Investment management$4,899

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$49,463 · 0.73%
2023$38,480 · 0.71%
2022$34,626 · 0.69%
Same employer
Similar plansTransportation & Warehousing · Montana
The Waggoners Trucking MT$11.7M · 0.30%
Freight Agency, Inc. MT$3.0M · 0.39%
Avmax Montana, Inc. MT$1.8M · 1.06%
Corcoran Trucking, Inc. MT$861K · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 810462476 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.