Plan Ledger DOL Form 5500 · updated monthly

Western Trails Charters & Tours LLC401(k)

SALT LAKE EXPRESS 401(K) PLAN · SUGAR CITY, ID · plan year 2022

Reported admin expense ratio · 2022
1.86%

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

Western Trails Charters & Tours LLC reported $1,457 in plan administrative expenses for 2022: 1.86% of average plan assets, higher than ~75% of peers. Employer contributions averaged $129 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.

The plan sits in the under $1M size bracket, benchmarked here against 4,041 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Idaho (348th of 349), and 2,636th of 2,677 in transportation & warehousing. In 2022, employees put in $2.33 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$78,196
Participants with balances27
Active participants192
Employer contributions$24,822
Employee contributions$57,918
Employer contribution per active participant$129
Average account balance$2,896
Benefits paid to participants$1,700
Plan auditUnmodified (clean) audit opinion
AuditorCOOPER NORMAN
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$1,248
Investment management$209
Total administrative$1,457
The Western Trails Charters & Tours LLC 401(k) match · 2022
Employer contribution per active participant$129
Median for plans this size$331

Western Trails Charters & Tours LLC's 2022 employer contribution ran below the $331 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 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$1,457 · 1.86%
Similar plansTransportation & Warehousing · Idaho
The Car Park, LLC ID$1.8M · 0.05%
Jackson Jet Center, LLC ID$644K · 1.09%
61 Degrees North LLC ID$331K · 0.60%
Custom Services LLC ID$319K · 0.57%
Halls Fast Motor Freight NJ$87K · 0.24%
Assemble Rite LTD. MI$79K · 2.79%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 841401091 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.