Plan Snapshot
- Plan Sponsor: Eagle Transport Corporation
- Sponsor EIN: 560816291
- Sponsor Address: 300 SOUTH WESLEYAN BLVD., ROCKY MOUNT, NC, 27804
- Plan Type: 401(k)
- Total Participants: 1,002
- Total Assets: $25.9M
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 | 1,002 | $25.9M | $619,146 | $2.1M |
| 2023 | 815 | $23.0M | $597,251 | $2.0M |
| 2022 | 1,020 | $20.2M | $594,394 | $2.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $68,122 | — | $68,122 |
| KESTRA INVESTMENT SERVICES LLC | ADVISOR | $28,500 | — | $28,500 |
| BUNCH & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- KESTRA INVESTMENT SERVICES LLC — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $96,622
- Estimated Expense Ratio: 0.373% 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 | $98,371 | $28,500 | $300 | — | — |
| 2023 | $81,889 | $28,500 | — | — | — |
| 2022 | $82,705 | — | — | — | — |