Plan Snapshot
- Plan Sponsor: Continental Intermodal Group, LP
- Sponsor EIN: 463837322
- Sponsor Address: 209 W. 2ND ST. #282, FORT WORTH, TX, 76102
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 145
- Total Assets: $2.4M
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. |
|---|---|---|---|---|
| 2025 | 145 | $2.4M | $0 | $0 |
| 2024 | 106 | $1.9M | $110,080 | $312,470 |
| 2023 | 146 | $1.7M | $83,801 | $329,894 |
| 2022 | 184 | $1.9M | $128,768 | $680,258 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $13,864 | — | $13,864 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,864
- Estimated Expense Ratio: 0.588% 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 |
|---|---|---|---|---|---|
| 2025 | $508,844 | $1,083 | — | — | — |
| 2024 | $18,190 | $927 | — | — | — |
| 2023 | $19,872 | $983 | — | — | — |
| 2022 | $19,144 | — | — | — | — |