Plan Snapshot
- Plan Sponsor: Next Trucking, INC.
- Sponsor EIN: 814645546
- Sponsor Address: 301 EAST OCEAN BLVD SUITE 1950, LONG BEACH, CA, 90802
- Plan Type: 401(k)
- Total Participants: 24
- Total Assets: $5.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 24 | $5.4M | $261,712 | $387,774 |
| 2023 | 105 | $7.1M | $793,165 | $872,953 |
| 2022 | 227 | $6.1M | $803,741 | $1.5M |
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 |
|---|---|---|---|---|
| C DART CPA | Auditor | — | — | $0 |
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 | $45,798 | $32,496 | $13,302 | — | — |
| 2023 | $35,091 | $8,124 | $26,967 | — | — |
| 2022 | $32,302 | — | $32,302 | — | — |