Plan Snapshot
- Plan Sponsor: Herzog Transit Services, INC.
- Sponsor EIN: 431649412
- Sponsor Address: 4801 ROCK ISLAND ROAD, IRVING, TX, 75061
- Plan Type: 401(k)
- Total Participants: 360
- Total Assets: $14.3M
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 | 360 | $14.3M | $873,477 | $1.4M |
| 2023 | 303 | $11.5M | $622,922 | $1.1M |
| 2022 | 221 | $7.1M | $494,552 | $924,405 |
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 | $24,279 | — | $24,279 |
| IMA WEALTH INC | NONE | $9,008 | — | $9,008 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $33,287
- Estimated Expense Ratio: 0.233% 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 | $33,191 | — | — | — | — |
| 2023 | $25,716 | — | — | — | — |
| 2022 | $18,893 | — | — | — | $4,836 |