Plan Ledger DOL Form 5500 · updated monthly

Western Flyer Express LLC401(k)

WESTERN FLYER EXPRESS LLC RETIREMENT SAVINGS PLAN · OKLAHOMA CITY, OK · plan year 2023

Reported admin expense ratio · 2023
1.07%

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

Western Flyer Express LLC reported $24,442 in plan administrative expenses for 2023: 1.07% of average plan assets, higher than ~75% of peers. Employer contributions averaged $210 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 has held roughly steady near 1.07%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Oklahoma (611th of 724), and 1,936th of 2,677 in transportation & warehousing. In 2023, employees put in $6.10 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$3,014,656
Participants with balances217
Active participants662
Employer contributions$138,788
Employee contributions$846,570
Employer contribution per active participant$210
Average account balance$13,892
Benefits paid to participants$257,810
Plan auditUnmodified (clean) audit opinion
AuditorBELL & COMPANY
Plan history2
Yearassets · accounts · employer contribution
2023$3.0M · 217 accts · $139K emplr
2022$1.5M · 169 accts · $86K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$13,307
Investment management$11,135
Total administrative$24,442
The Western Flyer Express LLC 401(k) match · 2023
Employer contribution per active participant$210
Median for plans this size$1,308
2023$210 per active participant
2022$158 per active participant

Western Flyer Express LLC's 2023 employer contribution ran below the $1,308 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
ADP, INC. · Loan processing · Recordkeeping$13,307
EDWARD JONES · Recordkeeping · Trustee$11,134

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

Administrative cost history2
2023$24,442 · 1.07%
2022$16,585 · 1.06%
Same employer
Similar plansTransportation & Warehousing · Oklahoma
Lugreg Trucking, LLC OK$6.2M · 0.59%
Paul Transportation, Inc. OK$3.5M · 0.65%
Acord Companies OK$2.6M · 0.01%
Tvc Pro-Driver, Inc. OK$2.5M · 0.55%
Miller Truck Lines, LLC OK$1.9M · 1.05%
A&A Trucking, Inc. OK$1.6M · 1.63%

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Source: U.S. Department of Labor, Form 5500 series, EIN 731502799 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.