Plan Snapshot
- Plan Sponsor: All Aboard America! Holdings, INC.
- Sponsor EIN: 454535135
- Sponsor Address: 1726 COLE BLVD SUITE 300, LAKEWOOD, CO, 80401
- Plan Type: 401(k)
- Total Participants: 1,437
- Total Assets: $33.2M
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 | 1,437 | $33.2M | $3.8M | $3.4M |
| 2023 | 1,435 | $27.1M | $3.8M | $3.1M |
| 2022 | 1,317 | $20.5M | $3.0M | $2.6M |
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 |
|---|---|---|---|---|
| FARMER, FUQUA, & HUFF P.C. | Auditor | — | — | $0 |
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 | $188,633 | $83,483 | — | — | — |
| 2023 | $147,911 | $68,344 | — | — | — |
| 2022 | $150,720 | $62,371 | $88,349 | — | — |