Plan Snapshot
- Plan Sponsor: Armstrong Transport Group, LLC
- Sponsor EIN: 204410266
- Sponsor Address: 8615 CLIFF CAMERON DRIVE, SUITE 200, CHARLOTTE, NC, 28269
- Plan Type: 401(k)
- Total Participants: 291
- Total Assets: $6.8M
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 | 291 | $6.8M | $733,669 | $1.4M |
| 2023 | 248 | $4.4M | $567,347 | $1.2M |
| 2022 | 300 | $2.8M | $564,309 | $975,443 |
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 |
|---|---|---|---|---|
| MELISSA G. CRITCHER, CPA, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MELISSA G. CRITCHER, CPA, PC — 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 | $41,962 | — | $18,155 | — | — |
| 2023 | $30,799 | — | $30,799 | — | — |
| 2022 | $11,589 | $2,802 | $8,787 | — | — |