Plan Snapshot
- Plan Sponsor: Arlo G. Lott Trucking, INC.
- Sponsor EIN: 820410586
- Sponsor Address: 257 S 100 E, JEROME, ID, 833386507
- Plan Type: 401(k)
- Total Participants: 139
- Total Assets: $3.5M
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 | 139 | $3.5M | $138,131 | $423,685 |
| 2023 | 136 | $3.2M | $147,310 | $437,205 |
| 2022 | 166 | $2.6M | $113,948 | $458,242 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $18,412 | — | $18,412 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $16,028 | — | $16,028 |
| DWC ERISA CONSULTANTS LLC | Other Service Provider | $5,498 | — | $5,498 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ONEDIGITAL INVESTMENT ADVISORS LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $39,938
- Estimated Expense Ratio: 1.137% 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 | $40,106 | — | — | — | — |
| 2023 | $33,737 | $15,087 | $3,773 | — | — |
| 2022 | $35,203 | — | — | — | $35,203 |