Plan Snapshot
- Plan Sponsor: Four State International Trucks, LLC
- Sponsor EIN: 431167357
- Sponsor Address: 4579 HIGHWAY 43, JOPLIN, MO, 648048801
- Plan Type: 401(k)
- Total Participants: 175
- Total Assets: $6.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 175 | $6.2M | $302,010 | $510,181 |
| 2023 | 152 | $3.3M | $290,616 | $447,458 |
| 2022 | 180 | $2.3M | $269,581 | $378,452 |
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 |
|---|---|---|---|---|
| T. ROWE PRICE RPS, INC. | NONE | $19,764 | — | $19,764 |
| W. BEN MILLER CPA LLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,764
- Estimated Expense Ratio: 0.319% 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 | $19,764 | — | — | — | — |
| 2023 | $15,955 | — | — | — | — |
| 2022 | $12,236 | — | — | — | — |