Mid-South Transportation Management 401(k) match, vesting and fees
What Mid-South Transportation Management's 401(k) 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 | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Banks, Finley, White & Co. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · 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.
| Mid-South Transportation Management: employer contribution per participant | $3,678 | |
| Peer median | $1,076 |
| Mid-South Transportation Management: average balance | $39,110 | |
| Peer median | $31,804 |
| Mid-South Transportation Management: admin expenses ÷ assets | 3.57% | |
| 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 $12.8M at the end of plan year 2021 to $17.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 455 | $17.7M | $1.7M | $3,678 | 3.57% | Not published | Form 5500 ↗ |
| 2023 | 575 | $16.2M | $1.7M | $3,024 | 1.28% | Not published | Form 5500 ↗ |
| 2022 | 571 | $12.9M | $1.4M | $2,439 | 1.21% | Not published | Form 5500 ↗ |
| 2021 | 516 | $12.8M | $1.4M | $2,750 | 1.44% | Not published | Form 5500 ↗ |
Other Mid-South Transportation Management plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Mtm/Mata Employee Benefits 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.
| Recordkeeper | Xponance | 2022 Schedule C ↗ |
| Independent auditor | Banks, Finley, White & Co. Cpa'S (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2022 filing, the latest that names one. The other rows are from the plan year 2023 filing.
Common questions
Does Mid-South Transportation Management match 401(k) contributions?
The match terms for the Defined Contribution Plan for Mid-South Transportation Management, Inc. have not been published from its filing yet. The plan year 2024 filing reports $1.7M in employer contributions, about $3,678 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Mid-South Transportation Management 401(k) match vested?
The vesting schedule for the Defined Contribution Plan for Mid-South Transportation Management, Inc. is not in the data published so far. Your Summary Plan Description states it.
Who manages the Mid-South Transportation Management 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Mid-South Transportation Management, Inc..
I left Mid-South Transportation Management. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Mid-South Transportation Management, Inc., (901) 722-7112) or the recordkeeper, Principal Life Insurance Company. The Mid-South Transportation Management old 401(k) page lists the contacts from every plan filing. Find an old Mid-South Transportation Management 401(k)
Data from the public Form 5500 annual reports Mid-South Transportation Management 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 Mid-South Transportation Management. Not financial advice. Report a correction · Methodology