Plan Snapshot
- Plan Sponsor: Cassens Transport Company
- Sponsor EIN: 370209195
- Sponsor Address: 145 N. KANSAS ST., EDWARDSVILLE, IL, 620250468
- Plan Type: DC
- Total Participants: 1,543
- Total Assets: $32.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,543 | $32.4M | $0 | $1.8M |
| 2023 | 1,150 | $30.8M | $0 | $1.7M |
| 2022 | 1,015 | $28.1M | $0 | $1.6M |
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 |
|---|---|---|---|---|
| EPIC RETIREMENT SERVICES | NONE | $97,193 | — | $97,193 |
| NBT BANCORP, INC. | NONE | $5,576 | — | $5,576 |
| FORVIS MAZARS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EPIC RETIREMENT SERVICES — NONE
- FORVIS MAZARS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $102,769
- Estimated Expense Ratio: 0.317% 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 | $102,769 | — | $97,193 | — | — |
| 2023 | $90,735 | — | $85,368 | — | — |
| 2022 | $91,401 | — | $88,027 | — | — |