# Caledonia Haulers, INC. 401(k) Plan
Source: https://planprovider.pro/companies/caledonia-haulers-inc-401k-plan

> Caledonia Haulers, INC.'s 401(k) plan: 342 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Caledonia Haulers, INC.

- **Sponsor EIN:** 410811778

- **Sponsor Address:** PO BOX 31 420 WEST LINCOLN STREET, CALEDONIA, MN, 55921

- **Plan Type:** 401(k)

- **Total Participants:** 342

- **Total Assets:** $12.3M

## 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|342|$12.3M|$183,743|$769,077|

| 2023|341|$10.5M|$179,126|$730,972|

| 2022|308|$8.9M|$179,798|$670,674|

## 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|

| NORTHWESTERN MUTUAL INVESTMENT SVCS|BROKER/ADVISER|—|$16,834|$16,834|

| FUTUREPLAN BY ASCENSUS|CONTRACT ADMIN|$2,763|$11,272|$14,035|

| MCGLADREY LLP|AUDITOR|$9,500|—|$9,500|

| RSM US LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [RSM US LLP](https://planprovider.pro/provider/rsm-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $40,369

- **Estimated Expense Ratio:** 0.329% 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|$18,582|—|$18,582|—|—|

| 2023|$7,239|—|$7,239|—|—|

| 2022|$4,041|—|$4,041|—|—|

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