Plan Snapshot
- Plan Sponsor: Combined Transport, INC.
- Sponsor EIN: 942709226
- Sponsor Address: 5656 CRATER LAKE AVENUE, CENTRAL POINT, OR, 97502
- Plan Type: DC
- Total Participants: 378
- Total Assets: $14.5M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 378 | $14.5M | $0 | $951,636 |
| 2023 | 435 | $13.7M | $500,835 | $989,007 |
| 2022 | 418 | $11.0M | $527,397 | $865,312 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $93,616 | — | $93,616 |
| PERKINS & COMPANY, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- PERKINS & COMPANY, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $93,616
- Estimated Expense Ratio: 0.645% 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 | $20,698 | — | $20,698 | — | — |
| 2023 | $20,195 | — | $20,195 | — | — |
| 2022 | $23,768 | — | $23,768 | — | — |