# Early Trucking Company Health &amp; Welfare Plan
Source: https://planprovider.pro/companies/early-trucking-company-582039008-501

> Early Trucking Company&#39;s Health &amp; Welfare plan: 93 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Early Trucking Company

- **Sponsor EIN:** 582039008

- **Sponsor Address:** 4483 CHERRY STREET NE, ARLINGTON, GA, 39813

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 93

- **Total Assets:** $107,935

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2025|93|$107,935|$0|$0|

| 2024|90|$43,645|$570,961|$362,678|

| 2023|93|$1,586|$442,261|$223,578|

## 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|

| THE BENECON GROUP|Investment Advisor|$66,852|—|$66,852|

| EBMS, INC.|Other Service Provider|$62,594|—|$62,594|

| MARSH & MCLENNAN AGENCY, LLC (GA)|Investment Advisor|$52,266|—|$52,266|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $181,712

- **Estimated Expense Ratio:** 168.353% 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|$984,870|—|—|—|—|

| 2024|$1,207,695|—|—|—|—|

| 2023|$729,395|—|—|—|—|

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