# Dick Lavy Trucking, INC 401(k) Plan
Source: https://planprovider.pro/companies/dick-lavy-trucking-inc-401k-plan

> Dick Lavy Trucking, INC's 401(k) plan: 176 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dick Lavy Trucking, INC

- **Sponsor EIN:** 311208025

- **Sponsor Address:** 8848 STATE ROUTE 121, BRADFORD, OH, 453089631

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

- **Total Participants:** 176

- **Total Assets:** $3.8M

## 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.|

| 2024|176|$3.8M|$74,139|$428,205|

| 2023|162|$3.6M|$67,387|$423,652|

| 2022|172|$3.3M|$70,083|$436,361|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$12,683|—|$12,683|

| CREATIVE RETIREMENT SYSTEMS, INC.|CONTRACT ADMIN|$9,593|—|$9,593|

| WELLS FARGO ADVISORS LLC|INVESTMENT ADVISOR|$8,926|—|$8,926|

| MAHLE, WACK, ZAIDAIN & CO., PLL|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MAHLE, WACK, ZAIDAIN & CO., PLL](https://planprovider.pro/provider/mahle-wack-zaidain-and-co-pll) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $31,202

- **Estimated Expense Ratio:** 0.818% 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|$34,380|—|—|—|—|

| 2023|$24,015|—|—|—|—|

| 2022|$25,816|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/dick-lavy-trucking-inc-401k-plan)

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