Plan Snapshot
- Plan Sponsor: Associated Terminals, L.L.C.
- Sponsor EIN: 721296170
- Sponsor Address: 9100 SAFETY DR., CONVENT, LA, 70723
- Plan Type: 401(k)
- Total Participants: 819
- Total Assets: $47.7M
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 | 819 | $47.7M | $1.4M | $4.0M |
| 2023 | 737 | $41.7M | $1.3M | $3.7M |
| 2022 | 738 | $34.9M | $1.1M | $3.6M |
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 |
|---|---|---|---|---|
| EISNERAMPER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EISNERAMPER — 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 | $150,250 | $12,518 | $137,732 | — | — |
| 2023 | $144,162 | $863 | $143,299 | — | — |
| 2022 | $125,597 | — | $125,597 | — | — |