Plan Snapshot
- Plan Sponsor: Dugan Truck Line, LLC
- Sponsor EIN: 203491617
- Sponsor Address: P.O. BOX 771380, WICHITA, KS, 67277
- Plan Type: 401(k)
- Total Participants: 100
- Total Assets: $1.7M
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 | 100 | $1.7M | $21,894 | $253,622 |
| 2023 | 114 | $1.5M | $23,083 | $265,583 |
| 2022 | 124 | $1.2M | $20,989 | $249,382 |
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 |
|---|---|---|---|---|
| GJ & COMPANY, LLC | 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 | $22,429 | $5,706 | — | — | — |
| 2023 | $21,860 | $4,632 | — | — | — |
| 2022 | $17,904 | — | — | — | — |