Plan Snapshot
- Plan Sponsor: Cactus Transport, INC.
- Sponsor EIN: 860363424
- Sponsor Address: 8211 W. SHERMAN STREET, TOLLESON, AZ, 85353
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 188
- Total Assets: $6.7M
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. |
|---|---|---|---|---|
| 2023 | 188 | $6.7M | $287,079 | $663,140 |
| 2022 | 153 | $5.2M | $269,361 | $614,821 |
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 VANGUARD GROUP, INC. | Other Service Provider | $24,942 | — | $24,942 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,942
- Estimated Expense Ratio: 0.375% 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 |
|---|---|---|---|---|---|
| 2023 | $24,942 | — | $24,942 | — | — |
| 2022 | $29,033 | — | $29,033 | — | — |