Plan Snapshot
- Plan Sponsor: Estes Express Lines
- Sponsor EIN: 953156091
- Sponsor Address: 3901 WEST BROAD STREET, RICHMOND, VA, 23230
- Plan Type: 401(k)
- Total Participants: 4,203
- Total Assets: $161.0M
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 | 4,203 | $161.0M | $5.5M | $15.1M |
| 2023 | 3,740 | $135.0M | $4.0M | $12.3M |
| 2022 | 3,411 | $112.8M | $3.6M | $10.8M |
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 | $243,171 | $127,333 | — | — | — |
| 2023 | $218,740 | $108,920 | — | — | — |
| 2022 | $194,946 | $83,925 | — | — | — |