Plan Snapshot
- Plan Sponsor: Allstates Worldcargo, INC.
- Sponsor EIN: 844200213
- Sponsor Address: 135 WEST CENTRAL BOULEVARD, ORLANDO, FL, 32801
- Plan Type: 401(k)
- Total Participants: 185
- Total Assets: $13.0M
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 | 185 | $13.0M | $534,914 | $960,352 |
| 2023 | 129 | $7.2M | $233,504 | $439,144 |
| 2022 | 58 | $5.8M | $58,047 | $309,470 |
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 |
|---|---|---|---|---|
| IRONVIEW CAPITAL MANAGEMENT BERGIN | Investment Advisor | $25,937 | — | $25,937 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $13,178 | — | $13,178 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,115
- Estimated Expense Ratio: 0.301% 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 | $52,723 | — | $52,723 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |