Plan Snapshot
- Plan Sponsor: Continental Express, INC.
- Sponsor EIN: 341434240
- Sponsor Address: 10450 STATE ROUTE 47, SIDNEY, OH, 45365
- Plan Type: 401(k)
- Total Participants: 593
- Total Assets: $13.5M
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 | 593 | $13.5M | $588,096 | $940,398 |
| 2023 | 479 | $11.4M | $537,895 | $851,233 |
| 2022 | 463 | $9.5M | $500,683 | $773,016 |
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 |
|---|---|---|---|---|
| MCCRATE-DELAEY & CO | 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 | $63,781 | $27,374 | — | — | — |
| 2023 | $53,748 | $22,735 | — | — | — |
| 2022 | $52,378 | $21,573 | — | — | — |