Plan Ledger DOL Form 5500 · updated monthly

Zimmerman Truck Lines, Inc.401(k)

ZIMMERMAN TRUCK LINES 401(K) PLAN · MIFFLINTOWN, PA · plan year 2024

Reported admin expense ratio · 2024
0.66%

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

Zimmerman Truck Lines, Inc. reported $30,524 in plan administrative expenses for 2024: 0.66% of average plan assets, above the peer median. Employer contributions averaged $841 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 0.57% to 0.66%. 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 Pennsylvania (2,889th of 3,651), and 1,654th of 2,677 in transportation & warehousing. In 2024, employees put in $3.18 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$4,899,827
Participants with balances113
Active participants98
Employer contributions$82,386
Employee contributions$262,100
Employer contribution per active participant$841
Average account balance$43,361
Benefits paid to participants$185,442
Plan auditUnmodified (clean) audit opinion
AuditorBROWN PLUS
Plan history3
Yearassets · accounts · employer contribution
2024$4.9M · 113 accts · $82K emplr
2023$4.3M · 119 accts · $81K emplr
2022$3.8M · 116 accts · $75K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$26,322
Investment management$4,202
Total administrative$30,524
The Zimmerman Truck Lines, Inc. 401(k) match · 2024
Employer contribution per active participant$841
Median for plans this size$1,313
2024$841 per active participant
2023$827 per active participant
2022$787 per active participant

Zimmerman Truck Lines, Inc.'s 2024 employer contribution ran below 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 · 20243
PA RETIREMENT SOLUTIONS INC · Contract administrator$6,214
EMPOWER ADVISORY GROUP, LLC · Investment management$709

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$30,524 · 0.66%
2023$26,975 · 0.67%
2022$24,480 · 0.57%
Similar plansTransportation & Warehousing · Pennsylvania
Penn Tank Lines, Inc PA$5.5M · 0.15%
Brt, Inc. PA$5.5M · 0.95%
H.E. Rohrer, Inc. PA$5.3M · 0.80%
All Ways Safe, LLC PA$4.9M · 0.50%
K & R Sales, Inc. PA$4.5M · 1.25%
Air Ground Xpress, Inc. PA$4.4M · 0.88%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953981146 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.