Plan Snapshot
- Plan Sponsor: Estes Express Lines
- Sponsor EIN: 540492941
- Sponsor Address: 3901 W BROAD ST., RICHMOND, VA, 232303962
- Plan Type: 401(k)
- Total Participants: 20,409
- Total Assets: $866.1M
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 | 20,409 | $866.1M | $28.9M | $77.2M |
| 2023 | 19,247 | $742.9M | $21.9M | $63.8M |
| 2022 | 18,563 | $611.4M | $19.3M | $58.2M |
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 |
|---|---|---|---|---|
| JOYNER KIRKHAM KEEL & ROBERTSON 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 | $1,243,933 | $636,043 | — | — | — |
| 2023 | $1,116,193 | $533,180 | — | — | — |
| 2022 | $1,013,611 | $410,331 | — | — | — |