Plan Snapshot
- Plan Sponsor: American Trailer Rental Group LLC
- Sponsor EIN: 821101918
- Sponsor Address: 13121 WALTON VERONA RD, WALTON, KY, 41094
- Plan Type: 401(k)
- Total Participants: 170
- Total Assets: $4.7M
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 | 170 | $4.7M | $375,927 | $790,005 |
| 2023 | 220 | $3.3M | $303,744 | $649,711 |
| 2022 | 194 | $1.9M | $173,334 | $441,494 |
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 |
|---|---|---|---|---|
| FORVIS MAZARS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS — Auditor
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 | $32,449 | $1,956 | — | — | — |
| 2023 | $136,470 | — | $13,051 | — | — |
| 2022 | $194,622 | — | $6,096 | — | — |