Plan Snapshot
- Plan Sponsor: J.D. Raymond Transport, INC.
- Sponsor EIN: 010531844
- Sponsor Address: 256 SUMMER STREET, DOVER-FOXCROFT, ME, 044261398
- Plan Type: 401(k)
- Total Participants: 147
- Total Assets: $4.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 147 | $4.3M | $224,073 | $363,484 |
| 2023 | 150 | $4.1M | $222,056 | $380,539 |
| 2022 | 120 | $3.2M | $197,991 | $402,540 |
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 |
|---|---|---|---|---|
| HAVERLOCK, ESTEY & CURRAN LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HAVERLOCK, ESTEY & CURRAN LLC — 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 | $22,126 | — | — | — | — |
| 2023 | $13,283 | — | — | — | — |
| 2022 | $15,654 | — | $15,654 | — | — |