Plan Snapshot
- Plan Sponsor: Lamar Trailers INC.
- Sponsor EIN: 208054758
- Sponsor Address: 7271 FARM ROAD 38N, SUMNER, TX, 75486
- Plan Type: 401(k)
- Total Participants: 173
- Total Assets: $1.2M
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 | 173 | $1.2M | $139,329 | $350,910 |
| 2023 | 176 | $764,010 | $116,336 | $301,680 |
| 2022 | 151 | $349,644 | $119,265 | $276,600 |
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 |
|---|---|---|---|---|
| PEGGY S. EDGE CPA LLC | Auditor | — | — | $0 |
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 | $7,431 | — | — | — | — |
| 2023 | $4,968 | — | — | — | — |
| 2022 | $3,160 | — | — | — | — |