# Cumberland International Trucks, INC. 401(k) Plan
Source: https://planprovider.pro/companies/cumberland-international-trucks-inc-401k-plan

> Cumberland International Trucks, INC.'s 401(k) plan: 366 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cumberland International Trucks, INC.

- **Sponsor EIN:** 621041965

- **Sponsor Address:** 333 PLUS PARK BLVD, NASHVILLE, TN, 37217

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

- **Total Participants:** 366

- **Total Assets:** $18.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|366|$18.4M|$799,868|$2.0M|

| 2023|382|$15.8M|$799,159|$2.0M|

| 2022|401|$12.2M|$785,857|$1.8M|

## 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|

| FTB ADVISORS INC|ADVISOR|$80,807|—|$80,807|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$42,308|—|$42,308|

| FUTUREPLAN|PLAN SPONSOR|$13,120|—|$13,120|

| HENDERSON, HUTCHERSON & MCCULLOUGH,|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [FUTUREPLAN](https://planprovider.pro/provider/ascensus-llc) — PLAN SPONSOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $136,235

- **Estimated Expense Ratio:** 0.740% 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|$136,235|—|$136,235|—|—|

| 2023|$105,542|—|$105,542|—|—|

| 2022|$104,815|—|$104,815|—|—|

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