Plan Snapshot
- Plan Sponsor: Antonini Freight Express, INC.
- Sponsor EIN: 942416592
- Sponsor Address: P.O. BOX 8468, STOCKTON, CA, 95215
- Plan Type: 401(k)
- Total Participants: 113
- Total Assets: $8.5M
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 | 113 | $8.5M | $213,536 | $375,594 |
| 2023 | 125 | $7.8M | $218,356 | $369,598 |
| 2022 | 107 | $6.8M | $215,920 | $372,896 |
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 |
|---|---|---|---|---|
| FINDEC BENEFIT SERVICES | TPA RECORDKEEPER | $21,378 | — | $21,378 |
| SCHWARTZ GIANNINI LANTSBERGER & ADA | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,378
- Estimated Expense Ratio: 0.251% 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 | $21,378 | — | $21,378 | — | — |
| 2023 | $25,667 | $86 | — | — | — |
| 2022 | $21,755 | $135 | $21,620 | — | — |