Plan Snapshot
- Plan Sponsor: Accutrans, LLC
- Sponsor EIN: 721414046
- Sponsor Address: 2740 INDIANA AVE, KENNER, LA, 70062
- Plan Type: 401(k)
- Total Participants: 391
- Total Assets: $15.9M
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 | 391 | $15.9M | $708,372 | $1.4M |
| 2023 | 362 | $13.5M | $697,756 | $1.2M |
| 2022 | 368 | $10.6M | $570,619 | $1.1M |
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 |
|---|---|---|---|---|
| SENTINEL BENEFITS GROUP, LLC | Recordkeeper | $52,881 | — | $52,881 |
| THE FIDUCIARY GROUP, LLC | Investment Advisor | $41,273 | — | $41,273 |
| CHARLES SCHWAB TRUST BANK | Custodian / Trustee | $5,760 | — | $5,760 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SENTINEL BENEFITS GROUP, LLC — Recordkeeper
- CHARLES SCHWAB TRUST BANK — Custodian / Trustee
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $99,914
- Estimated Expense Ratio: 0.630% 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 | $99,914 | $41,273 | — | — | — |
| 2023 | $74,682 | $34,479 | — | — | — |
| 2022 | $64,529 | $34,147 | — | — | $30,382 |