# Cit Trucks, LLC 401(k) Plan
Source: https://planprovider.pro/companies/cit-trucks-llc-401k-plan

> Cit Trucks, LLC's 401(k) plan: 893 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cit Trucks, LLC

- **Sponsor EIN:** 810977172

- **Sponsor Address:** 305 W. NORTHTOWN ROAD, NORMAL, IL, 617611060

- **Plan Type:** 401(k)

- **Total Participants:** 893

- **Total Assets:** $56.5M

## 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|893|$56.5M|$2.2M|$4.1M|

| 2023|823|$46.8M|$2.2M|$3.8M|

| 2022|726|$38.4M|$1.4M|$3.1M|

## 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|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORD KEEPER|$96,774|—|$96,774|

| SHEPHERD FINANCIAL INV. ADVISORY|ADVISOR|$46,000|—|$46,000|

| CLIFTONLARSONALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [SHEPHERD FINANCIAL INV. ADVISORY](https://planprovider.pro/provider/shepherd-financial-investment-advisory-llc) — ADVISOR

- [CLIFTONLARSONALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $142,774

- **Estimated Expense Ratio:** 0.253% 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|$142,774|$46,000|—|—|—|

| 2023|$129,674|$46,000|—|—|—|

| 2022|$120,547|—|—|—|$46,000|

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