Plan Snapshot
- Plan Sponsor: Cherokee Freight Lines Stockton, LLC
- Sponsor EIN: 262533907
- Sponsor Address: 3655 CHEROKEE ROAD, STOCKTON, CA, 95205
- Plan Type: 401(k)
- Total Participants: 178
- Total Assets: $8.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 178 | $8.7M | $519,997 | $227,069 |
| 2023 | 165 | $8.6M | $565,968 | $205,702 |
| 2022 | 150 | $8.0M | $538,441 | $225,287 |
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 |
|---|---|---|---|---|
| SCHWARTZ, GIANNINI, LANTSBERGER & A | 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 | $47,661 | — | $24,244 | — | — |
| 2023 | $33,817 | $14 | $22,293 | — | — |
| 2022 | $65,025 | — | $44,956 | — | $20,069 |