Plan Snapshot
- Plan Sponsor: P&L Transportation, INC.
- Sponsor EIN: 611293797
- Sponsor Address: 200 CLARK ST., PADUCAH, KY, 42003
- Plan Type: 401(k)
- Total Participants: 257
- Total Assets: $19.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 257 | $19.1M | $181,582 | $929,279 |
| 2023 | 239 | $16.4M | $170,304 | $811,699 |
| 2022 | 228 | $13.8M | $173,986 | $747,604 |
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 |
|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | Investment Advisor | $64,767 | — | $64,767 |
| CAPITAL GROUP RETIREMENT PLAN SVCS. | Recordkeeper | $34,251 | — | $34,251 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $99,018
- Estimated Expense Ratio: 0.518% 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 | $99,018 | $64,767 | — | — | — |
| 2023 | $83,841 | $55,322 | — | — | — |
| 2022 | $86,362 | — | $86,362 | — | — |