Plan Snapshot
- Plan Sponsor: A & M Transport, LLC
- Sponsor EIN: 823486465
- Sponsor Address: PO BOX 310, GLENDALE, OR, 97442
- Plan Type: 401(k)
- Total Participants: 130
- Total Assets: $6.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 130 | $6.2M | $69,843 | $481,180 |
| 2023 | 131 | $5.4M | $75,088 | $448,122 |
| 2022 | 125 | $4.7M | $69,717 | $477,723 |
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 |
|---|---|---|---|---|
| KERNUTT STOKES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERNUTT STOKES LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $44,382 | $19,474 | $21,058 | — | — |
| 2023 | $27,527 | $12,569 | $12,158 | — | — |
| 2022 | $41,767 | $19,500 | $19,992 | — | $2,275 |