Plan Ledger DOL Form 5500 · updated monthly

Wheelchair Transport Service, Inc.401(k)

WHEELCHAIR 401(K) PLAN · CLEARWATER, FL · plan year 2024

Reported admin expense ratio · 2024
0.13%

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

Wheelchair Transport Service, Inc. reported $2,776 in plan administrative expenses for 2024: 0.13% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,010 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 1 year on file its reported administrative ratio fell from 0.92% to 0.13%. 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 Florida (3,053rd of 3,644), and 2,074th of 2,677 in transportation & warehousing. In 2024, the employer put in $1.49 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$2,251,170
Participants with balances151
Active participants68
Employer contributions$136,685
Employee contributions$91,659
Employer contribution per active participant$2,010
Average account balance$14,908
Benefits paid to participants$105,775
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$2.3M · 151 accts · $137K emplr
2023$2.0M · 148 accts · $107K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$1,117
Investment management$1,659
Total administrative$2,776
The Wheelchair Transport Service, Inc. 401(k) match · 2024
Employer contribution per active participant$2,010
Median for plans this size$1,313
2024$2,010 per active participant
2023$1,550 per active participant

Wheelchair Transport Service, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size. 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
NATIONWIDE · Recordkeeping$6,045

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

Recordkeeper by year2
2024Nationwide
2023Nationwide

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$2,776 · 0.13%
2023$16,616 · 0.92%
Similar plansTransportation & Warehousing · Florida
Laparkan Trading, LTD FL$2.8M · 0.70%
Bynum Transport, Inc. FL$2.3M · 0.80%
Ralph'Stransfer Co., Inc FL$2.1M · 0.14%
Prp Logistics LLC FL$2.0M · 1.48%
Cwi Logistics Inc. FL$1.6M · 0.05%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 591382621 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.