Plan Snapshot
- Plan Sponsor: Pinch Flatbed, INC.
- Sponsor EIN: 200032742
- Sponsor Address: PO BOX 7190, SHAWNEE MISSION, KS, 66207
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 196
- 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 | 196 | $2.8M | $261,098 | $361,752 |
| 2023 | 160 | $2.5M | $238,463 | $337,230 |
| 2022 | 155 | $1.6M | $194,651 | $284,991 |
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 |
|---|---|---|---|---|
| TFB ADVISORS, LLC | Investment Advisor | $14,251 | — | $14,251 |
| NATIONWIDE | Recordkeeper | $10,648 | — | $10,648 |
| TAX FAVORED BENEFITS, INC. | Recordkeeper | $7,825 | — | $7,825 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,724
- Estimated Expense Ratio: 1.173% 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 | $22,685 | — | $22,685 | — | — |
| 2023 | $15,314 | — | $15,314 | — | — |
| 2022 | $17,344 | — | $17,344 | — | — |