Plan Snapshot
- Plan Sponsor: Central Freight Lines INC.
- Sponsor EIN: 911811311
- Sponsor Address: 5601 WEST WACO DRIVE, WACO, TX, 767022638
- Plan Type: 401(k)
- Total Participants: 1
- Total Assets: $194,909
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 | 1 | $194,909 | $162 | $0 |
| 2023 | 1 | $4.3M | $0 | $0 |
| 2022 | 2,508 | $14.4M | $0 | $87,841 |
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 |
|---|---|---|---|---|
| PRIME CAPITAL INVESTMENT ADVISORS | ADVISOR | $29,555 | — | $29,555 |
| PATTILLO, BROWN & HI | ACCOUNTANT/AUDITOR | $16,500 | — | $16,500 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $7,257 | — | $7,257 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PATTILLO, BROWN & HI — ACCOUNTANT/AUDITOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,312
- Estimated Expense Ratio: 27.352% 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 | $53,312 | $29,555 | — | $16,500 | — |
| 2023 | $57,872 | $34,333 | — | — | — |
| 2022 | $116,201 | — | — | — | — |