Plan Snapshot
- Plan Sponsor: Paxton Van Lines Incorporated
- Sponsor EIN: 540585256
- Sponsor Address: 5300 PORT ROYAL ROAD, SPRINGFIELD, VA, 22151
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $10.6M
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 | 110 | $10.6M | $35,294 | $355,773 |
| 2023 | 109 | $9.7M | $57,712 | $373,993 |
| 2022 | 112 | $9.2M | $59,870 | $382,983 |
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 |
|---|---|---|---|---|
| KATZABOSCH | Auditor | — | — | $0 |
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 | $9,901 | — | $9,901 | — | — |
| 2023 | $9,110 | — | $9,110 | — | — |
| 2022 | $17,978 | — | $17,978 | — | — |