Plan Snapshot
- Plan Sponsor: Aa Transportation, INC.
- Sponsor EIN: 043323452
- Sponsor Address: 605 HARTFORD TURNPIKE, SHREWSBURY, MA, 01545
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 680
- Total Assets: $8.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 680 | $8.1M | $0 | $0 |
| 2024 | 638 | $6.3M | $263,399 | $561,589 |
| 2023 | 160 | $5.1M | $221,557 | $498,765 |
| 2022 | 545 | $3.9M | $177,809 | $406,434 |
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 | $52,536 | — | $52,536 |
| MERRILL LYNCH PIERCE FENNER | Investment Advisor | $27,251 | — | $27,251 |
| THE ANGELL PENSION GROUP, INC. | Recordkeeper | $6,700 | $3,310 | $10,010 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $89,797
- Estimated Expense Ratio: 1.114% 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 |
|---|---|---|---|---|---|
| 2025 | $474,245 | — | — | — | — |
| 2024 | $70,374 | — | — | — | — |
| 2023 | $55,776 | — | — | — | — |
| 2022 | $40,430 | — | — | — | — |