Plan Snapshot
- Plan Sponsor: All Truck Transportation Co., INC.
- Sponsor EIN: 362920042
- Sponsor Address: 4924 S. AUSTIN AVENUE, CHICAGO, IL, 60638
- Plan Type: 401(k)
- Total Participants: 299
- Total Assets: $13.8M
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 | 299 | $13.8M | $180,516 | $677,429 |
| 2023 | 263 | $12.7M | $175,271 | $637,965 |
| 2022 | 242 | $12.3M | $150,647 | $594,929 |
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 |
|---|---|---|---|---|
| STIFEL NICOLAUS & CO INC | ADVISOR | — | $31,394 | $31,394 |
| FGMK, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STIFEL NICOLAUS & CO INC — ADVISOR
- FGMK, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,394
- Estimated Expense Ratio: 0.228% 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 | $3,312 | — | — | — | — |
| 2023 | $3,706 | — | — | — | — |
| 2022 | $2,788 | — | — | — | — |