# Fortune Transportation 401(k) Plan
Source: https://planprovider.pro/companies/fortune-transportation-401k-plan

> Fortune Transportation's 401(k) plan: 176 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fortune Transportation

- **Sponsor EIN:** 411417961

- **Sponsor Address:** PO BOX 399, WINDOM, MN, 561010399

- **Plan Type:** 401(k)

- **Total Participants:** 176

- **Total Assets:** $9.6M

## 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|176|$9.6M|$322,714|$776,272|

| 2023|170|$8.6M|$337,432|$824,100|

| 2022|154|$7.1M|$339,688|$830,523|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$52,022|—|$52,022|

| EDWARD JONES|INVESTMENT ADVISORY|—|$30,107|$30,107|

| ASCENSUS|CONTRACT ADMINISTRATOR|$8,765|$4,382|$13,147|

| LEWIS, KISCH & ASSOCIATES, LTD|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ASCENSUS](https://planprovider.pro/provider/ascensus-llc) — CONTRACT ADMINISTRATOR

- [LEWIS, KISCH & ASSOCIATES, LTD](https://planprovider.pro/provider/lewis-kisch-and-associates-ltd) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $95,276

- **Estimated Expense Ratio:** 0.993% 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|$60,787|—|$60,787|—|—|

| 2023|$48,403|—|$48,403|—|—|

| 2022|$40,752|—|$40,752|—|—|

## Similar Plans

- [Transport Designs, INC.](https://planprovider.pro/companies/transport-designs-inc-401k-plan) — 189 participants

- [California Overland, Ltd.](https://planprovider.pro/companies/california-overland-ltd-401k-plan) — 193 participants

- [Mcfarland Truck Lines, INC.](https://planprovider.pro/companies/mcfarland-truck-lines-inc-401k-plan) — 158 participants

- [Long Haul Trucking, INC.](https://planprovider.pro/companies/long-haul-trucking-inc-401k-plan) — 143 participants

- [Taylor Truck Line INC.](https://planprovider.pro/companies/taylor-truck-line-inc-401k-plan) — 221 participants

- [Daniels Holding Co., INC.](https://planprovider.pro/companies/daniels-holding-co-inc-plan) — 129 participants

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