Plan Ledger DOL Form 5500 · updated monthly

Zenith Freight Lines, LLC401(k)

ZENITH FREIGHT LINES, LLC 401(K) PLAN · CONOVER, NC · plan year 2022

Reported admin expense ratio · 2022
0.88%

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

Zenith Freight Lines, LLC reported $38,510 in plan administrative expenses for 2022: 0.88% of average plan assets, higher than ~75% of peers. Employer contributions averaged $27 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in North Carolina (1,897th of 2,005), and 2,324th of 2,677 in transportation & warehousing. In 2022, employees put in $7.35 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$897,319
Participants with balances212
Active participants536
Employer contributions$14,432
Employee contributions$106,115
Employer contribution per active participant$27
Average account balance$4,233
Benefits paid to participants$6,446,475
Plan auditUnmodified (clean) audit opinion
AuditorMARTIN STARNES & ASSOCIATES CPA
Plan history2
Yearassets · accounts · employer contribution
2023$0
2022$897K · 212 accts · $14K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$33,305
Total administrative$38,510
The Zenith Freight Lines, LLC 401(k) match · 2022
Employer contribution per active participant$27
Median for plans this size$1,114

Zenith Freight Lines, LLC's 2022 employer contribution ran below the $1,114 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 history2
2023Not separately reported
2022$38,510 · 0.88%
Similar plansTransportation & Warehousing · North Carolina
Kerns Trucking, Inc. NC$1.2M · 0.85%
Trinity Transport, Inc. NC$771K · 2.31%
D4 Delivery Solutions NC$739K · 0.46%
McO Transport, Inc. NC$589K · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 562118337 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.