Plan Snapshot
- Plan Sponsor: A&A Trucking, INC.
- Sponsor EIN: 731297122
- Sponsor Address: 3800 SW 10TH ST, OKLAHOMA CITY, OK, 73108
- Plan Type: 401(k)
- Total Participants: 109
- Total Assets: $1.6M
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. |
|---|---|---|---|---|
| 2024 | 109 | $1.6M | $104,627 | $179,244 |
| 2023 | 122 | $1.4M | $60,502 | $42,041 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $19,330 | — | $19,330 |
| MORGAN STANLEY SMITH BARNEY LLC | Investment Advisor | $5,690 | — | $5,690 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- MORGAN STANLEY SMITH BARNEY LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,020
- Estimated Expense Ratio: 1.525% 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 | $25,204 | $5,874 | — | — | — |
| 2023 | $1,317 | $2 | — | — | — |