# Combined Transport, INC. DC Plan
Source: https://planprovider.pro/companies/combined-transport-inc-plan-001

> Combined Transport, INC.'s DC plan: 378 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [PERKINS & COMPANY, P.C.](https://planprovider.pro/provider/perkins-and-company-pc) — 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|—|—|

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