Plan Snapshot
- Plan Sponsor: Long Haul Trucking, INC.
- Sponsor EIN: 411825459
- Sponsor Address: 17275 COUNTY ROAD 75 NW, CLEARWATER, MN, 55320
- Plan Type: 401(k)
- Total Participants: 143
- Total Assets: $8.1M
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 | 143 | $8.1M | $212,064 | $525,013 |
| 2023 | 143 | $7.3M | $222,650 | $616,747 |
| 2022 | 154 | $6.2M | $176,005 | $587,278 |
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 |
|---|---|---|---|---|
| MHS ADVISORY SERVICES LLC DBA MHS | INVESTMENT ADVISOR | $19,062 | — | $19,062 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,062
- Estimated Expense Ratio: 0.236% 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 |
|---|---|---|---|---|---|
| 2024 | $22,279 | $22,279 | — | — | — |
| 2023 | $19,370 | $19,370 | — | — | — |
| 2022 | $6,881 | — | $6,881 | — | — |