Plan Snapshot
- Plan Sponsor: Northern Refrigerated Transportation, INC.
- Sponsor EIN: 953137599
- Sponsor Address: 2700 WEST MAIN STREET, TURLOCK, CA, 953809537
- Plan Type: 401(k)
- Total Participants: 265
- Total Assets: $32.0M
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 | 265 | $32.0M | $1.2M | $1.2M |
| 2023 | 306 | $32.0M | $1.3M | $1.3M |
| 2022 | 278 | $27.8M | $1.3M | $1.2M |
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 |
|---|---|---|---|---|
| JKR & COMPANY, INC. | SERVICE PROVIDER | — | $6,667 | $6,667 |
| ATHERTON & ASSOCIATES, LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,667
- Estimated Expense Ratio: 0.021% 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 | $74,193 | $29,954 | $40,839 | — | — |
| 2023 | $56,802 | $56,802 | — | — | — |
| 2022 | $45,560 | $45,560 | — | — | — |