# A & M Transport, LLC 401(k) Plan
Source: https://planprovider.pro/companies/a-m-transport-llc-401k-plan

> A & M Transport, LLC's 401(k) plan: 130 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| STANCORP FINANCIAL GROUP|RECORDKEEPER|$21,058|—|$21,058|

| ZUNA, LLC|INVESTMENT ADVISOR|$19,474|—|$19,474|

| PRIME PENSIONS NORTHWEST LLC|TPA|$3,850|$2,893|$6,743|

| KERNUTT STOKES LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — RECORDKEEPER

- [KERNUTT STOKES LLP](https://planprovider.pro/provider/kernutt-stokes-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $47,275

- **Estimated Expense Ratio:** 0.766% 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|$44,382|$19,474|$21,058|—|—|

| 2023|$27,527|$12,569|$12,158|—|—|

| 2022|$41,767|$19,500|$19,992|—|$2,275|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/a-m-transport-llc-401k-plan)

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