Plan Snapshot
- Plan Sponsor: Midwest Truck & Auto Parts LLC
- Sponsor EIN: 362583306
- Sponsor Address: 600 W. IRVING PARK ROAD, SCHAMBERG, IL, 60193
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 141
- Total Assets: $9.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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. |
|---|---|---|---|---|
| 2023 | 141 | $9.6M | $172,069 | $553,241 |
| 2022 | 105 | $10.1M | $171,073 | $528,385 |
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 |
|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | Other Service Provider | $1,124 | $24,825 | $25,949 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $25,949
- Estimated Expense Ratio: 0.271% 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 | $6,550 | $4,153 | $2,397 | — | — |
| 2022 | $2,110 | — | $2,110 | — | — |