Plan Snapshot
- Plan Sponsor: Genox Transportation, INC.
- Sponsor EIN: 760696838
- Sponsor Address: 2900 EAST SAN AUGUSTINE STREET, DEER PARK, TX, 77536
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 181
- Total Assets: $4.6M
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. |
|---|---|---|---|---|
| 2025 | 181 | $4.6M | $0 | $0 |
| 2024 | 148 | $3.8M | $243,742 | $706,700 |
| 2023 | 145 | $2.8M | $226,309 | $633,706 |
| 2022 | 164 | $1.8M | $187,572 | $485,451 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Other Service Provider | $50,697 | — | $50,697 |
| WEINSTEIN SPIRA & COMPANY, P.C. | Other Service Provider | $16,000 | — | $16,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,697
- Estimated Expense Ratio: 1.442% 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 |
|---|---|---|---|---|---|
| 2025 | $585,786 | — | $12,286 | $16,000 | — |
| 2024 | $7,964 | — | $7,964 | — | — |
| 2023 | $9,760 | — | $9,760 | — | — |
| 2022 | $78,142 | — | — | — | — |