Plan Snapshot
- Plan Sponsor: Epes Transport System, LLC
- Sponsor EIN: 540409030
- Sponsor Address: 3400 EDGEFIELD COURT, GREENSBORO, NC, 27409
- Plan Type: 401(k)
- Total Participants: 1,315
- Total Assets: $34.4M
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 | 1,315 | $34.4M | $943,892 | $3.7M |
| 2023 | 1,345 | $33.7M | $1.1M | $4.2M |
| 2022 | 1,431 | $29.5M | $1.0M | $4.0M |
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 |
|---|---|---|---|---|
| DELOITTE & TOUCHE LLPD | Auditor | $47,700 | — | $47,700 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DELOITTE & TOUCHE LLPD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $47,700
- Estimated Expense Ratio: 0.139% 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 | $250,238 | $12,935 | — | $47,700 | — |
| 2023 | $178,306 | $46,992 | — | — | — |
| 2022 | $221,191 | $54,163 | — | — | — |