Plan Snapshot
- Plan Sponsor: Andrus Transportation Services I
- Sponsor EIN: 870459028
- Sponsor Address: 3185 E DESERET DRIVE N, ST GEORGE, UT, 84790
- Plan Type: 401(k)
- Total Participants: 258
- Total Assets: $4.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 258 | $4.6M | $0 | $596,163 |
| 2023 | 259 | $4.7M | $68,093 | $669,316 |
| 2022 | 298 | $4.1M | $391,441 | $769,892 |
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 |
|---|---|---|---|---|
| WELLS FARGO | Other Service Provider | $22,011 | — | $22,011 |
| ADP, INC. | Recordkeeper | $9,321 | — | $9,321 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,332
- Estimated Expense Ratio: 0.677% 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 | $31,332 | $22,011 | — | — | — |
| 2023 | $30,841 | $20,726 | — | — | — |
| 2022 | $30,674 | — | — | — | — |