Plan Snapshot
- Plan Sponsor: Causley Trucking, INC.
- Sponsor EIN: 382263810
- Sponsor Address: 1621 TERMINAL DR, SAGINAW, MI, 486019602
- Plan Type: DC
- Total Participants: 160
- Total Assets: $6.3M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 160 | $6.3M | $666,342 | $181,522 |
| 2023 | 158 | $6.2M | $733,317 | $160,577 |
| 2022 | 177 | $6.2M | $765,663 | $168,879 |
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 |
|---|---|---|---|---|
| CLARENCE H JOHNSON, PC | 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 | $39,766 | — | $39,381 | — | — |
| 2023 | $51,031 | — | $51,031 | — | — |
| 2022 | $45,495 | — | $45,495 | — | — |