Plan Snapshot
- Plan Sponsor: Howell'S Motor Freight, INC.
- Sponsor EIN: 540629150
- Sponsor Address: PO BOX 12308, ROANOKE, VA, 240242308
- Plan Type: 401(k)
- Total Participants: 142
- Total Assets: $5.9M
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 | 142 | $5.9M | $0 | $532,220 |
| 2023 | 156 | $5.7M | $0 | $548,654 |
| 2022 | 172 | $7.2M | $0 | $522,768 |
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 |
|---|---|---|---|---|
| ANDERSON & REED LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ANDERSON & REED LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $8,436 | — | $8,436 | — | — |
| 2023 | $7,844 | — | $7,844 | — | — |
| 2022 | $7,356 | — | $7,356 | — | — |