# Mccollister'S Transportation Systems INC 401(k) Plan
Source: https://planprovider.pro/companies/mccollister-s-transportation-systems-inc-401k-plan

> Mccollister'S Transportation Systems INC's 401(k) plan: 413 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mccollister'S Transportation Systems INC

- **Sponsor EIN:** 223621494

- **Sponsor Address:** P.O. BOX 9, BURLINGTON, NJ, 08016

- **Plan Type:** 401(k)

- **Total Participants:** 413

- **Total Assets:** $29.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **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|413|$29.4M|$448|$1.6M|

| 2023|429|$28.0M|$204|$1.6M|

| 2022|418|$24.2M|$243,511|$1.6M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$14,704|—|$14,704|

| STRATEGIC ADVISORS, INC.|ADVISOR|$6,611|—|$6,611|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $21,315

- **Estimated Expense Ratio:** 0.073% 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|$21,315|$6,611|—|—|—|

| 2023|$22,950|$8,915|—|—|—|

| 2022|$23,367|$9,243|—|—|—|

## Similar Plans

- [Board Of Trustees Of Teamsters Local 814 Annuity Fund](https://planprovider.pro/companies/board-of-trustees-of-teamsters-local-814-annuity-fund-plan) — 401 participants

- [Board Of Trustees Teamsters Local 945 Pension Fund](https://planprovider.pro/companies/board-of-trustees-teamsters-local-945-pension-fund-plan) — 385 participants

- [Board Of Trustees Of Teamsters Local 814 Pension Fund](https://planprovider.pro/companies/board-of-trustees-of-teamsters-local-814-pension-fund-plan) — 379 participants

- [Teamsters Industrial Employees Pension Fund](https://planprovider.pro/companies/teamsters-industrial-employees-pension-fund-plan) — 477 participants

- [Trucking Employees Of North Jersey Pension Fund](https://planprovider.pro/companies/trucking-employees-of-north-jersey-pension-fund-plan) — 349 participants

- [Samuel Coraluzzo Co., INC.](https://planprovider.pro/companies/samuel-coraluzzo-co-inc-401k-plan) — 772 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mccollister-s-transportation-systems-inc-401k-plan)

© 2026 PlanProvider.Pro