Plan Snapshot
- Plan Sponsor: Mid-South Transportation Management, INC.
- Sponsor EIN: 621164500
- Sponsor Address: 1370 LEVEE RD, MEMPHIS, TN, 381081011
- Plan Type: DB
- Plan Number: 001
- Total Participants: 145
- Total Assets: $113.7M
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. |
|---|---|---|---|---|
| 2023 | 145 | $113.7M | $515,716 | $0 |
| 2022 | 176 | $104.5M | $4.1M | $601,014 |
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 |
|---|---|---|---|---|
| SEGAL ADVISORS | Other Service Provider | $122,139 | — | $122,139 |
| SEGAL MARCO ADVISORS | Other Service Provider | $75,000 | — | $75,000 |
| WASATCH ADVISORS | Other Service Provider | $52,371 | — | $52,371 |
| BANK OF AMERICA | Other Service Provider | $32,486 | — | $32,486 |
| BANKS,FINLEY,WHITE&CO. | Auditor | $27,803 | — | $27,803 |
| EVANS PETREE | ERISA Attorney | $18,151 | — | $18,151 |
| BOYLE INS. AGENCY | Insurance Carrier | $11,892 | — | $11,892 |
| NEW SOUTH CAP MGMT | Other Service Provider | $11,074 | — | $11,074 |
| XPONANCE (PIEDMONT) | Other Service Provider | $9,945 | — | $9,945 |
| FOUTS & MORGAN CPA | Other Service Provider | $8,415 | — | $8,415 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EVANS PETREE — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $369,276
- Estimated Expense Ratio: 0.325% 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 |
|---|---|---|---|---|---|
| 2023 | $904,662 | $172,571 | — | $27,803 | — |
| 2022 | $991,987 | $113,243 | $49,998 | — | $828,746 |