Plan Snapshot
- Plan Sponsor: Peterbilt Of Atlanta, LLC
- Sponsor EIN: 274878358
- Sponsor Address: 172 VAN MAR BLVD., JACKSON, GA, 30233
- Plan Type: 401(k)
- Total Participants: 259
- Total Assets: $12.1M
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 | 259 | $12.1M | $322,833 | $928,461 |
| 2023 | 246 | $10.2M | $345,563 | $962,748 |
| 2022 | 246 | $8.0M | $274,462 | $917,773 |
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 |
|---|---|---|---|---|
| SENTRY LIFE INSURANCE COMPANY | Recordkeeper | $7,044 | — | $7,044 |
| MORNINGSTAR INVESTMENT MANAGEMENT | Investment Advisor | $6,104 | — | $6,104 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,148
- Estimated Expense Ratio: 0.109% 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 | $13,148 | $6,104 | — | — | — |
| 2023 | $11,894 | $5,865 | — | — | — |
| 2022 | $4,469 | $2,780 | $1,689 | — | — |