BLS Trucking retirement plan: assets, participants and fees
What BLS Trucking's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Creative Retirement Systems | Schedule C ↗ |
| Independent auditor | Kentner Sellers, LLP (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,836 defined-contribution plans in transportation and warehousing with 100 to 499 participants.
| BLS Trucking: employer contribution per participant | $3,717 | |
| Peer median | $1,076 |
| BLS Trucking: average balance | $49,802 | |
| Peer median | $31,804 |
| BLS Trucking: admin expenses ÷ assets | 0.92% | |
| Peer median | 0.46% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $9.3M at the end of plan year 2021 to $13.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 269 | $13.4M | $1M | $3,717 | 0.92% | Not published | Form 5500 ↗ |
| 2023 | 332 | $12.2M | $1.2M | $3,625 | 0.82% | Not published | Form 5500 ↗ |
| 2022 | 305 | $10.4M | $1M | $3,300 | 0.96% | Not published | Form 5500 ↗ |
| 2021 | 277 | $9.3M | $1.2M | $4,502 | 1.10% | Not published | Form 5500 ↗ |
Other BLS Trucking plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Bls Trucking, Inc. Cash Balance Pension Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does BLS Trucking match 401(k) contributions?
The match terms for the Bls Trucking, Inc. Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $1M in employer contributions, about $3,717 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the BLS Trucking 401(k) match vested?
The vesting schedule for the Bls Trucking, Inc. Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the BLS Trucking 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Creative Retirement Systems. The plan administrator is Bls Trucking, Inc..
I left BLS Trucking. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Bls Trucking, Inc., (937) 224-0494) or the recordkeeper, Creative Retirement Systems. The BLS Trucking old 401(k) page lists the contacts from every plan filing. Find an old BLS Trucking 401(k)
Data from the public Form 5500 annual reports BLS Trucking filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with BLS Trucking. Not financial advice. Report a correction · Methodology