Plan Snapshot
- Plan Sponsor: North American Truck & Trailer, INC
- Sponsor EIN: 460318253
- Sponsor Address: 4500 NORTH CLIFF AVE, SIOUX FALLS, SD, 57104
- Plan Type: 401(k)
- Total Participants: 326
- Total Assets: $16.6M
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 | 326 | $16.6M | $241,722 | $873,229 |
| 2023 | 284 | $14.9M | $230,654 | $803,220 |
| 2022 | 292 | $12.9M | $233,473 | $884,413 |
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 |
|---|---|---|---|---|
| FIRST BANK & TRUST | FIDUCIARY | $44,451 | — | $44,451 |
| ELO PROF LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELO PROF LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,451
- Estimated Expense Ratio: 0.268% 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 | $44,451 | — | $44,451 | — | — |
| 2023 | $38,789 | — | $38,789 | — | — |
| 2022 | $39,404 | — | — | — | $39,404 |