Plan Snapshot
- Plan Sponsor: Signature Transport INC.
- Sponsor EIN: 208872264
- Sponsor Address: 2205 PARROTT WAY, KELSO, WA, 98626
- Plan Type: 401(k)
- Total Participants: 44
- Total Assets: $1.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 44 | $1.7M | $235,076 | $309,350 |
| 2023 | 161 | $2.4M | $223,499 | $337,805 |
| 2022 | 100 | $2.2M | $148,370 | $239,560 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $11,744 | — | $11,744 |
| EDWARD D JONES & CO LP | Investment Advisor | $7,157 | — | $7,157 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,901
- Estimated Expense Ratio: 1.084% 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 |
|---|---|---|---|---|---|
| 2024 | $19,702 | $7,473 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |