Plan Snapshot
- Plan Sponsor: G P Transportation Co.
- Sponsor EIN: 205147766
- Sponsor Address: 3200 CHANNAHON ROAD, JOLIET, IL, 60436
- Plan Type: 401(k)
- Total Participants: 559
- Total Assets: $5.3M
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 | 559 | $5.3M | $327,004 | $645,630 |
| 2023 | 577 | $4.1M | $350,172 | $713,642 |
| 2022 | 530 | $2.7M | $359,888 | $703,998 |
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 |
|---|---|---|---|---|
| UNIQUE WEALTH STRATEGIES | REGISTERED INVESTMENT AD | $23,377 | — | $23,377 |
| KATZ SAPPER AND MILLER LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ SAPPER AND MILLER LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $23,377
- Estimated Expense Ratio: 0.443% 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 | $68,733 | — | — | — | — |
| 2023 | $47,474 | $7,769 | — | — | — |
| 2022 | $33,616 | — | $33,616 | — | — |