Plan Snapshot
- Plan Sponsor: Iwx Motor Freight, LLC
- Sponsor EIN: 921501126
- Sponsor Address: PO BOX 1717, SPRINGFIELD, MO, 65801
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $0 | $170,441 |
| 2023 | 325 | $6.7M | $0 | $531,972 |
| 2022 | 326 | $6.1M | $0 | $536,725 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES FINANCIAL SRVCS | INVESTMENT ADVISOR | $82,790 | — | $82,790 |
| NATIONWIDE | RECORDKEEPER | $52,092 | $7,578 | $59,670 |
| BENEFIT PLANS PLUS | CONTRACT ADMINISTRATOR | $25,090 | — | $25,090 |
| ELLIOTT, ROBINSON & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FINANCIAL SRVCS — INVESTMENT ADVISOR
- NATIONWIDE — RECORDKEEPER
- ELLIOTT, ROBINSON & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $167,550
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 | $19,806 | — | $19,806 | — | — |
| 2023 | $41,465 | — | $41,465 | — | — |
| 2022 | $43,268 | — | $43,268 | — | — |