Plan Ledger DOL Form 5500 · updated monthly

Windigo Logistics401(k)

WINDIGO LOGISTICS FOUNTAIN UNION EMPLOYEES 401K PLAN · AURORA, CO · plan year 2024

Reported admin expense ratio · 2024
0.42%

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

Windigo Logistics reported $61,375 in plan administrative expenses for 2024: 0.42% of average plan assets, above the peer median. Employer contributions averaged $1,428 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 fell from 0.60% to 0.42%. 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 the 628th-largest of 1,461 plans among Colorado employers on file, and the 883rd of 2,677 in transportation & warehousing. In 2024, the employer put in $1.45 for every $1.00 employees contributed themselves; active participation has grown from 257 to 835 since 2022.

Plan summary
Net assets, end of year$15,653,825
Participants with balances677
Active participants835
Employer contributions$1,192,715
Employee contributions$822,291
Employer contribution per active participant$1,428
Average account balance$23,122
Benefits paid to participants$1,534,089
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$15.7M · 677 accts · $1.2M emplr
2023$13.7M · 707 accts · $909K emplr
2022$10.3M · 289 accts · $819K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$55,759
Investment management$366
Total administrative$61,375
The Windigo Logistics 401(k) match · 2024
Employer contribution per active participant$1,428
Median for plans this size$2,416
2024$1,428 per active participant
2023$1,517 per active participant
2022$3,187 per active participant

Windigo Logistics's 2024 employer contribution ran below the $2,416 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
THE HAYS FINANCIAL GROUP, LLCindirect comp

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$61,375 · 0.42%
2023$82,657 · 0.69%
2022$63,353 · 0.60%
All plans at this employer3
WINDIGO LOGISTICS NON-UNION EMPLOYEES 401K PLAN401(k)
WINDIGO LOGISTICS AURORA UNION EMPLOYEES 401K PLAN401(k)
WINDIGO LOGISTICS FOUNTAIN UNION EMPLOYEES 401K PLAN401(k)
Same employer
Similar plansTransportation & Warehousing · Colorado
Graebel Companies, Inc. CO$57.8M · 0.53%
Mesa Systems, Inc. CO$10.2M · 0.45%

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Source: U.S. Department of Labor, Form 5500 series, EIN 830688316 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.