Plan Snapshot
- Plan Sponsor: Freight Lime And Sand Hauling, INC.
- Sponsor EIN: 391597568
- Sponsor Address: P.O. BOX 574, GREEN LAKE, WI, 54941
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $5.2M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 141 | $5.2M | $80,919 | $413,169 |
| 2023 | 138 | $5.5M | $88,873 | $540,745 |
| 2022 | 196 | $4.9M | $77,286 | $560,352 |
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 |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | Recordkeeper | $12,857 | — | $12,857 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK LIFE INSURANCE COMPANY — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,857
- Estimated Expense Ratio: 0.245% 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 | $30,932 | — | $30,932 | — | — |
| 2023 | $13,017 | $13,017 | — | — | — |
| 2022 | $8,728 | $8,728 | — | — | — |