Plan Snapshot
- Plan Sponsor: Economy Transportation & Logistics, LLC
- Sponsor EIN: 472269343
- Sponsor Address: POST OFFICE BOX 451816, HOUSTON, TX, 772451816
- Plan Type: 401(k)
- Total Participants: 40
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 40 | $1.2M | $75,457 | $132,524 |
| 2023 | 44 | $1.4M | $77,636 | $146,869 |
| 2022 | 46 | $1.3M | $0 | $145,496 |
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 |
|---|---|---|---|---|
| WRINKLE GARDNER & COMPANY, PC | 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 | $23,736 | $14,778 | — | — | — |
| 2023 | $10,155 | $6,032 | $1,287 | — | — |
| 2022 | $9,969 | $5,660 | $2,967 | — | $1,342 |