Plan Snapshot
- Plan Sponsor: Bancroft & Sons Transportation, LLC
- Sponsor EIN: 751639263
- Sponsor Address: 3390 HIGH PRAIRIE ROAD, GRAND PRAIRIE, TX, 750504236
- Plan Type: 401(k)
- Total Participants: 162
- Total Assets: $5.1M
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 | 162 | $5.1M | $76,768 | $363,849 |
| 2023 | 221 | $4.8M | $90,580 | $451,333 |
| 2022 | 233 | $4.2M | $98,634 | $477,707 |
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 |
|---|---|---|---|---|
| BELL & COMPANY, PA | Auditor | — | — | $0 |
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 | $1,027,260 | — | $37,208 | — | — |
| 2023 | $33,381 | $25,376 | — | — | — |
| 2022 | $31,803 | $2,032 | — | — | — |