Plan Ledger DOL Form 5500 · updated monthly

Watsontown Trucking Company401(k)

WATSONTOWN TRUCKING COMPANY RETIREMENT PLAN · MILTON, PA · plan year 2024

Reported admin expense ratio · 2024
0.20%

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

Watsontown Trucking Company reported $20,005 in plan administrative expenses for 2024: 0.20% of average plan assets, below the peer median. Employer contributions averaged $275 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 0.16% to 0.20%. 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 among the smaller plans on file in Pennsylvania (2,203rd of 3,651), and the 1,096th of 2,677 in transportation & warehousing. In 2024, employees put in $6.00 for every $1.00 the employer contributed; active participation has shrunk from 1,139 to 1,000 since 2022.

Plan summary
Net assets, end of year$10,969,006
Participants with balances0
Active participants1,000
Employer contributions$274,607
Employee contributions$1,647,534
Employer contribution per active participant$275
Average account balance—
Benefits paid to participants$1,732,939
Plan auditUnmodified (clean) audit opinion
AuditorCAMPBELL, RAPPOLD & YURASITS, LLP
Plan history3
Yearassets · accounts · employer contribution
2024$11.0M · $275K emplr
2023$9.3M · 463 accts · $281K emplr
2022$7.3M · 409 accts · $233K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$20,005
Total administrative$20,005
The Watsontown Trucking Company 401(k) match · 2024
Employer contribution per active participant$275
Median for plans this size$2,416
2024$275 per active participant
2023$231 per active participant
2022$204 per active participant

Watsontown Trucking Company'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 · 20241
CAPITAL GROUP RETIREMENT PLAN SERVI$20,005

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$20,005 · 0.20%
2023$23,106 · 0.28%
2022$11,559 · 0.16%
Same employer
Similar plansTransportation & Warehousing · Pennsylvania
A & S Services Group, LLC PA$12.5M · 1.18%
O. D. Anderson, Inc. PA$12.0M · 0.63%
Daniel F. Young, Inc. PA$12.0M · 0.06%
Napa Transportation, Inc. PA$11.3M · 0.58%
Aaa Mid States PA$10.1M · 0.03%
Bowser-Regal, Inc. PA$9.9M · 0.06%
Franklin Logistics Inc. PA$9.7M · 0.43%
Veltri, Inc. PA$9.6M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 240836088 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.