Plan Snapshot
- Plan Sponsor: American Trucking Associations, INC.
- Sponsor EIN: 530026970
- Sponsor Address: 80 M STREET SE #800, WASHINGTON, DC, 20003
- Plan Type: DB
- Total Participants: 35
- Total Assets: $12.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 35 | $12.6M | $461,000 | $0 |
| 2023 | 38 | $12.6M | $424,000 | $0 |
| 2022 | 42 | $12.3M | $370,000 | $0 |
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 |
|---|---|---|---|---|
| JM&M, P.A. | 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 | $199,808 | $36,535 | — | — | — |
| 2023 | $219,047 | $35,690 | — | $12,740 | — |
| 2022 | $261,605 | $42,530 | — | — | $89,421 |