Plan Snapshot
- Plan Sponsor: Expeditors & Production Services Co.
- Sponsor EIN: 510501454
- Sponsor Address: POST OFFICE BOX 80644, LAFAYETTE, LA, 70598
- Plan Type: 401(k)
- Total Participants: 155
- Total Assets: $4.2M
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 | 155 | $4.2M | $97,332 | $375,958 |
| 2023 | 193 | $4.5M | $128,413 | $450,950 |
| 2022 | 174 | $3.8M | $0 | $391,904 |
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 |
|---|---|---|---|---|
| DARNALL, SIKES & FREDERICK | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DARNALL, SIKES & FREDERICK — Auditor
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 | $48,407 | — | $48,407 | — | — |
| 2023 | $55,388 | — | $55,388 | — | — |
| 2022 | $45,218 | — | $45,218 | — | — |