Plan Snapshot
- Plan Sponsor: Bacarella Transportation Services
- Sponsor EIN: 061048835
- Sponsor Address: 12 COMMERCE DRIVE, SHELTON, CT, 06484
- Plan Type: 401(k)
- Total Participants: 168
- Total Assets: $14.2M
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 | 168 | $14.2M | $743,513 | $1.3M |
| 2023 | 162 | $11.2M | $510,449 | $1.2M |
| 2022 | 176 | $8.2M | $503,302 | $1.0M |
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 |
|---|---|---|---|---|
| GYL FINANCIAL SYNERGIES | Investment Advisor | $35,241 | — | $35,241 |
| EMPOWER ANNUITY INSURANCE COMPANY O | Recordkeeper | $21,119 | — | $21,119 |
| PASI, LLC | Other Service Provider | $11,812 | — | $11,812 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,172
- Estimated Expense Ratio: 0.481% 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 | $61,428 | — | $61,428 | — | — |
| 2023 | $26,461 | $18,705 | $7,756 | — | — |
| 2022 | $32,939 | $31,959 | $980 | — | — |