Plan Snapshot
- Plan Sponsor: Nacarato Trucks General Partnership
- Sponsor EIN: 811032763
- Sponsor Address: 519 NEW PAUL ROAD, LA VERGNE, TN, 370864958
- Plan Type: 401(k)
- Total Participants: 264
- Total Assets: $16.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 264 | $16.3M | $525,436 | $1.1M |
| 2023 | 298 | $15.4M | $542,015 | $1.1M |
| 2022 | 239 | $12.2M | $515,944 | $1.0M |
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 |
|---|---|---|---|---|
| FORVIS MAZARS, LLP | Auditor | $14,101 | — | $14,101 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVIS MAZARS, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,101
- Estimated Expense Ratio: 0.087% 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 | $115,103 | $11,608 | $89,394 | $14,101 | — |
| 2023 | $70,200 | $28,791 | — | $6,300 | — |
| 2022 | $74,786 | $30,964 | — | — | $43,822 |