# Performance Truck And Houston Heavy Duty Truck And Trailer 401(k) Plan
Source: https://planprovider.pro/companies/performance-truck-and-houston-heavy-duty-truck-and-trailer-401k-plan

> Performance Truck And Houston Heavy Duty Truck And Trailer's 401(k) plan: 332 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Performance Truck And Houston Heavy Duty Truck And Trailer

- **Sponsor EIN:** 741921037

- **Sponsor Address:** 1263 US HWY 59 NORTH, CLEVELAND, TX, 773272877

- **Plan Type:** 401(k)

- **Total Participants:** 332

- **Total Assets:** $28.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|332|$28.0M|$431,089|$1.8M|

| 2023|359|$25.4M|$520,755|$1.9M|

| 2022|374|$20.9M|$463,756|$1.7M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$85,217|—|$85,217|

| WEINSTEIN SPIRA & COMPANY PC|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $85,217

- **Estimated Expense Ratio:** 0.305% 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|$85,263|—|$85,263|—|—|

| 2023|$72,243|—|$72,243|—|—|

| 2022|$66,532|—|$66,532|—|—|

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