Plan Snapshot
- Plan Sponsor: Epes Logistics Services, INC
- Sponsor EIN: 561647161
- Sponsor Address: 538 NORTH REGIONAL ROAD, GREENSBORO, NC, 27409
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $10.8M
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 | 171 | $10.8M | $197,698 | $737,077 |
| 2023 | 181 | $9.2M | $198,977 | $767,594 |
| 2022 | 245 | $8.1M | $237,408 | $820,056 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $17,540 | — | $17,540 |
| MMA SECURITIES LLC | Investment Advisor | $17,243 | — | $17,243 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- MMA SECURITIES LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $34,783
- Estimated Expense Ratio: 0.321% 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 | $34,783 | $17,243 | — | — | — |
| 2023 | $30,780 | $14,349 | — | — | — |
| 2022 | $29,103 | $14,003 | — | — | — |