Plan Snapshot
- Plan Sponsor: Cbsl Transportation Services INC.
- Sponsor EIN: 363032275
- Sponsor Address: 4750 SOUTH MERRIMAC AVENUE, CHICAGO, IL, 60638
- Plan Type: 401(k)
- Total Participants: 225
- Total Assets: $13.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 225 | $13.6M | $267,883 | $555,787 |
| 2023 | 211 | $11.8M | $252,783 | $546,192 |
| 2022 | 227 | $9.7M | $278,879 | $565,013 |
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 |
|---|---|---|---|---|
| CASSELL PLAN AUDITS | 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 | $18,748 | $2,573 | $16,175 | — | — |
| 2023 | $28,334 | — | $28,334 | — | — |
| 2022 | $21,735 | — | — | — | $21,735 |