Plan Snapshot
- Plan Sponsor: P.S. Trucking, INC.
- Sponsor EIN: 931047386
- Sponsor Address: PO BOX 31040, PORTLAND, OR, 97231
- Plan Type: 401(k)
- Total Participants: 169
- Total Assets: $2.8M
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 | 169 | $2.8M | $199,238 | $265,552 |
| 2023 | 123 | $1.4M | $82,061 | $148,152 |
| 2022 | 70 | $616,536 | $57,311 | $122,524 |
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 |
|---|---|---|---|---|
| KATZ, SAPPER, AND MILLER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ, SAPPER, AND MILLER, 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 | $205,545 | — | $18,353 | — | — |
| 2023 | $87,259 | — | $3,325 | — | — |
| 2022 | $5,082 | — | $1,385 | — | $3,697 |