Plan Snapshot
- Plan Sponsor: Mac Trailer Enterprises, INC. Veba
- Sponsor EIN: 260284707
- Sponsor Address: 14599 COMMERCE STREET, ALLIANCE, OH, 44601
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 1,021
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,021 | $1.4M | $3.9M | $2.9M |
| 2023 | 1,127 | $7.1M | $10.3M | $3.0M |
| 2022 | 1,120 | $6.7M | $8.7M | $3.2M |
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 |
|---|---|---|---|---|
| AULTCARE | Other Service Provider | $324,400 | — | $324,400 |
| AULTWORKS OCCUPATIONAL MEDICINE | Other Service Provider | $185,829 | — | $185,829 |
| MAC TRAILER ENTERPRISES, INC. | Other Service Provider | $55,000 | — | $55,000 |
| COMPSYCH CORPORATION | Other Service Provider | $26,540 | — | $26,540 |
| MEADEN & MOORE | Auditor | $14,000 | — | $14,000 |
| ANCHOR HEALTH | Other Service Provider | $8,975 | — | $8,975 |
| SMOOTH RIDER LLC | Other Service Provider | $8,231 | — | $8,231 |
| MERCY HEALTH PHYSICIANS | Other Service Provider | $6,675 | — | $6,675 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MEADEN & MOORE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $629,650
- Estimated Expense Ratio: 45.363% 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 | $1,160,592 | — | $383,212 | — | — |
| 2023 | $1,373,728 | — | $670,961 | — | — |
| 2022 | $1,139,418 | — | $479,335 | — | $111,154 |