Plan Snapshot
- Plan Sponsor: Little John Transportation Services, INC.
- Sponsor EIN: 710821776
- Sponsor Address: 1819 S. KNOXVILLE AVE, RUSSELLVILLE, AR, 72802
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 167
- Total Assets: $5.3M
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. |
|---|---|---|---|---|
| 2025 | 167 | $5.3M | $0 | $0 |
| 2024 | 164 | $4.1M | $293,805 | $516,839 |
| 2023 | 174 | $3.2M | $300,596 | $537,038 |
| 2022 | 171 | $2.1M | $288,809 | $507,038 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $23,971 | — | $23,971 |
| STEPHENS INC | Investment Advisor | $15,066 | — | $15,066 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $7,888 | — | $7,888 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $46,925
- Estimated Expense Ratio: 0.892% 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 |
|---|---|---|---|---|---|
| 2025 | $396,676 | — | $49,077 | — | — |
| 2024 | $39,625 | — | $39,625 | — | — |
| 2023 | $25,723 | — | $25,723 | — | — |
| 2022 | $19,342 | — | $19,342 | — | — |