Plan Snapshot
- Plan Sponsor: Floyds Truck Center, INC.
- Sponsor EIN: 470885687
- Sponsor Address: 322 SOUTH BELTLINE HIGHWAY EAST, SCOTTSBLUFF, NE, 69361
- Plan Type: 401(k)
- Total Participants: 227
- Total Assets: $15.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 227 | $15.5M | $292,749 | $908,920 |
| 2023 | 216 | $14.0M | $335,271 | $882,774 |
| 2022 | 206 | $11.7M | $284,836 | $848,183 |
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 |
|---|---|---|---|---|
| CREATIVE PLANNING, INC. | N/A | $40,523 | — | $40,523 |
| AT RETIREMENT SERVICE, LLC | N/A | $36,090 | — | $36,090 |
| KETEL THORSTENSON, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING, INC. — N/A
- KETEL THORSTENSON, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,613
- Estimated Expense Ratio: 0.495% 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 | $76,613 | $40,523 | — | — | — |
| 2023 | $67,063 | $40,523 | — | — | — |
| 2022 | $69,723 | $37,010 | — | — | — |