Plan Snapshot
- Plan Sponsor: Br Williams Trucking LLC
- Sponsor EIN: 630514666
- Sponsor Address: 190 VICTORY LANE, EASTABOGA, AL, 36260
- Plan Type: 401(k)
- Total Participants: 191
- 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 | 191 | $5.1M | $49,099 | $317,222 |
| 2023 | 217 | $5.9M | $46,937 | $311,930 |
| 2022 | 195 | $5.1M | $43,961 | $292,798 |
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 |
|---|---|---|---|---|
| THE HIGHLANDS ACCOUNTING GROUP, INC | 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 | $3,345 | — | $3,345 | — | — |
| 2023 | $44,047 | — | — | — | — |
| 2022 | $45,352 | — | — | — | — |