Plan Ledger DOL Form 5500 · updated monthly

Western Heavy Haul, Inc.401(k)

WESTERN HEAVY HAUL, INC. RETIREMENT PLAN · PRINEVILLE, OR · plan year 2024

Reported admin expense ratio · 2024
0.81%

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

Western Heavy Haul, Inc. reported $35,021 in plan administrative expenses for 2024: 0.81% of average plan assets, above the peer median. Employer contributions averaged $2,639 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 0.58% to 0.81%. 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 Oregon (773rd of 1,021), and 1,690th of 2,677 in transportation & warehousing. In 2024, employees put in $1.81 for every $1.00 the employer contributed; active participation has shrunk from 147 to 92 since 2022.

Plan summary
Net assets, end of year$4,700,322
Participants with balances119
Active participants92
Employer contributions$242,770
Employee contributions$438,375
Employer contribution per active participant$2,639
Average account balance$39,499
Benefits paid to participants$459,650
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$4.7M · 119 accts · $243K emplr
2023$3.9M · 141 accts · $342K emplr
2022$3.1M · 178 accts · $347K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$11,614
Investment management$16,747
Total administrative$35,021
The Western Heavy Haul, Inc. 401(k) match · 2024
Employer contribution per active participant$2,639
Median for plans this size$1,313
2024$2,639 per active participant
2023$3,638 per active participant
2022$2,358 per active participant

Western Heavy Haul, Inc.'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
EDWARD JONES & CO LP · Investment advisory (plan)$16,747
PENSION PLAN SPECIALISTS, PC · Contract administrator$4,700

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$35,021 · 0.81%
2023$23,644 · 0.67%
2022$19,084 · 0.58%
Same employer
Similar plansTransportation & Warehousing · Oregon
A & M Transport, LLC OR$6.2M · 0.77%
Sutton Trucking LLC OR$6.0M · 0.54%
Market Express, LLC OR$6.0M · 0.58%
Sherman Bros. Inc. OR$3.5M · 0.66%
Blue Ocean Inc OR$3.4M · 0.60%
J & W Walker Farms, Inc. OR$3.4M · 0.10%

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Source: U.S. Department of Labor, Form 5500 series, EIN 481302875 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.