Plan Snapshot
- Plan Sponsor: Eastern Shore Transport, LLC
- Sponsor EIN: 271322213
- Sponsor Address: 950 SMILE WAY, YORK, PA, 17404
- Plan Type: 401(k)
- Total Participants: 108
- Total Assets: $8.7M
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 | 108 | $8.7M | $247,533 | $400,204 |
| 2023 | 119 | $7.6M | $222,576 | $389,957 |
| 2022 | 114 | $6.4M | $206,068 | $407,672 |
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 |
|---|---|---|---|---|
| RKL | Auditor | $10,140 | — | $10,140 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RKL — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $10,140
- Estimated Expense Ratio: 0.116% 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 | $80,570 | $19,519 | $10,128 | $10,140 | — |
| 2023 | $47,355 | $14,446 | $9,738 | $8,750 | — |
| 2022 | $57,328 | $17,669 | $15,739 | — | $23,920 |