Plan Snapshot
- Plan Sponsor: Fsr Trucking, INC. Dba Postal Carrier Corp.
- Sponsor EIN: 650940605
- Sponsor Address: 1710 UPLAND ROAD, WEST PALM BEACH, FL, 33409
- Plan Type: DC
- Total Participants: 199
- Total Assets: $2.3M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 199 | $2.3M | $331,047 | $66,993 |
| 2023 | 210 | $2.2M | $367,988 | $81,529 |
| 2022 | 205 | $2.0M | $484,117 | $95,212 |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS, | RECORDKEEPER | $25,708 | — | $25,708 |
| THE BENEFIT PRACTICE | TPA | $24,692 | — | $24,692 |
| COHN REZNICK LLP | AUDITOR | $14,700 | — | $14,700 |
| COHNREZNICK LLP | Auditor | $14,700 | — | $14,700 |
| J.P. MORGAN SECURITIES LLC | INVESTMENT ADVISORY | $5,066 | — | $5,066 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS, — RECORDKEEPER
- COHN REZNICK LLP — AUDITOR
- J.P. MORGAN SECURITIES LLC — INVESTMENT ADVISORY
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $84,866
- Estimated Expense Ratio: 3.722% 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 | $68,540 | $5,066 | $23,066 | $14,700 | — |
| 2023 | $53,292 | — | $15,874 | $14,000 | — |
| 2022 | $87,474 | — | $87,474 | — | — |