# Matheson Trucking, INC. 401(k) Plan
Source: https://planprovider.pro/companies/matheson-trucking-inc-401k-plan-002

> Matheson Trucking, INC.'s 401(k) plan: 1,035 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Matheson Trucking, INC.

- **Sponsor EIN:** 941578272

- **Sponsor Address:** 9785 GOETHE ROAD, SACRAMENTO, CA, 95827

- **Plan Type:** 401(k)

- **Total Participants:** 1,035

- **Total Assets:** $28.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2023|1,035|$28.2M|$1.2M|$5.7M|

| 2022|2,765|$27.6M|$1.3M|$5.7M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| CAMPBELL TAYLOR WASHBURN|Auditor|$13,000|—|$13,000|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $13,000

- **Estimated Expense Ratio:** 0.046% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2023|$283,840|—|—|$13,000|—|

| 2022|$228,272|—|—|—|—|

## Similar Plans

- [Dart Warehouse Corporation](https://planprovider.pro/companies/dart-warehouse-corporation-401k-plan) — 1,031 participants

- [G3 Enterprises, INC.](https://planprovider.pro/companies/g3-enterprises-inc-401k-plan) — 773 participants

- [Glovis America, INC.](https://planprovider.pro/companies/glovis-america-inc-401k-plan) — 1,450 participants

- [Sandair Corporation Dba Californ](https://planprovider.pro/companies/sandair-corporation-401k-plan) — 590 participants

- [Kkw Trucking, INC.](https://planprovider.pro/companies/kkw-trucking-inc-401k-plan) — 400 participants

- [K.K.W. Holdings, INC.](https://planprovider.pro/companies/k-k-w-holdings-inc-plan) — 375 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/matheson-trucking-inc-401k-plan-002)

© 2026 PlanProvider.Pro