Plan Snapshot
- Plan Sponsor: Oak Harbor Freight Lines, INC.
- Sponsor EIN: 910909217
- Sponsor Address: 1339 WEST VALLEY HIGHWAY NORTH, AUBURN, WA, 98071
- Plan Type: 401(k)
- Total Participants: 2,012
- Total Assets: $112.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 2,012 | $112.1M | $4.8M | $8.7M |
| 2023 | 1,878 | $95.8M | $4.1M | $7.6M |
| 2022 | 1,727 | $79.5M | $2.7M | $6.9M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — 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 | $233,428 | — | — | — | — |
| 2023 | $222,100 | — | — | — | — |
| 2022 | $180,518 | — | $148,172 | — | — |