# Indian River Transport Company 401(k) Plan
Source: https://planprovider.pro/companies/indian-river-transport-company-401k-plan

> Indian River Transport Company's 401(k) plan: 435 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Indian River Transport Company

- **Sponsor EIN:** 593172232

- **Sponsor Address:** 2580 EXECUTIVE RD, WINTER HAVEN, FL, 33884

- **Plan Type:** 401(k)

- **Total Participants:** 435

- **Total Assets:** $5.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **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|435|$5.6M|$156,317|$511,115|

| 2023|412|$5.0M|$177,792|$513,632|

| 2022|371|$3.9M|$179,560|$558,200|

## 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|

| PEARCE FINANCIAL|ADVISOR|$17,317|—|$17,317|

| FIDELITY INVESTMENTS|RECORDKEEPER|$14,285|—|$14,285|

| BRIMER, BUREK & KEELAN, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $31,602

- **Estimated Expense Ratio:** 0.560% 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|$39,158|—|$39,158|—|—|

| 2023|$33,292|—|$33,292|—|—|

| 2022|$34,233|—|$34,233|—|—|

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