Plan Snapshot
- Plan Sponsor: Mountain River Trucking Company, INC.
- Sponsor EIN: 561523832
- Sponsor Address: 207 DIRECT LANE, MOUNT AIRY, NC, 27030
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $952,899
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 149 | $952,899 | $68,701 | $125,410 |
| 2023 | 129 | $722,771 | $73,181 | $109,879 |
| 2022 | 109 | $536,509 | $397,670 | $65,511 |
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 |
|---|---|---|---|---|
| SMITH LEONARD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SMITH LEONARD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $20,817 | $6,198 | $1,150 | — | — |
| 2023 | $17,602 | $4,602 | $1,215 | — | — |
| 2022 | $5,422 | $49 | $5,133 | — | $240 |