Transgroup Express 401(k) match, vesting and fees
What Transgroup Express' 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 | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 246 defined-contribution plans in transportation and warehousing with 500 to 999 participants.
| Transgroup Express: employer contribution per participant | $1,255 | |
| Peer median | $1,244 |
| Transgroup Express: average balance | $33,124 | |
| Peer median | $40,518 |
| Transgroup Express: admin expenses ÷ assets | 0.53% | |
| Peer median | 0.37% |
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 $15M at the end of plan year 2021 to $28.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 905 | $28.3M | $1.1M | $1,255 | 0.53% | Not published | Form 5500 ↗ |
| 2023 | 631 | $18.2M | $702K | $1,399 | 0.58% | Not published | Form 5500 ↗ |
| 2022 | 433 | $15.2M | $595K | $2,381 | 0.00% | Not published | Form 5500 ↗ |
| 2021 | 357 | $15M | $391K | $1,628 | 0.49% | Not published | Form 5500 ↗ |
Common questions
Does Transgroup Express match 401(k) contributions?
The match terms for the Transgroup 401(k) Profit Sharing Plan and Trust have not been published from its filing yet. The plan year 2024 filing reports $1.1M in employer contributions, about $1,255 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Transgroup Express 401(k) match vested?
The vesting schedule for the Transgroup 401(k) Profit Sharing Plan and Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Transgroup Express 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Transgroup Express, LLC.
I left Transgroup Express. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Transgroup Express, LLC, (206) 244-0330) or the recordkeeper, Fidelity Investments Institutional. The Transgroup Express old 401(k) page lists the contacts from every plan filing. Find an old Transgroup Express 401(k)
Data from the public Form 5500 annual reports Transgroup Express 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 Transgroup Express. Not financial advice. Report a correction · Methodology