Plan Snapshot
- Plan Sponsor: Jim Hawk Truck Trailers, INC.
- Sponsor EIN: 421022818
- Sponsor Address: 3119 SOUTH 9TH STREET, COUNCIL BLUFFS, IA, 51501
- Plan Type: 401(k)
- Total Participants: 187
- Total Assets: $6.9M
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 | 187 | $6.9M | $106,457 | $552,759 |
| 2023 | 192 | $6.9M | $91,937 | $593,504 |
| 2022 | 188 | $7.0M | $125,845 | $658,023 |
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 |
|---|---|---|---|---|
| LUTZ | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LUTZ — 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 | $18,484 | $6,892 | $11,592 | — | — |
| 2023 | $6,563 | — | $6,563 | — | — |
| 2022 | $3,264 | — | $3,264 | — | — |