Plan Snapshot
- Plan Sponsor: Pritchett Trucking, INC.
- Sponsor EIN: 592129001
- Sponsor Address: 1050 S.E. 6TH STREET, LAKE BUTLER, FL, 32054
- Plan Type: 401(k)
- Total Participants: 305
- Total Assets: $4.5M
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 | 305 | $4.5M | $101,598 | $304,869 |
| 2023 | 257 | $4.9M | $95,538 | $290,618 |
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 |
|---|---|---|---|---|
| HANCOCK ASKEW & CO. | AUDITOR | $15,000 | — | $15,000 |
| BAKER TILLY US, LLP | Auditor | $15,000 | — | $15,000 |
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $8,482 | — | $8,482 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,482
- Estimated Expense Ratio: 0.855% 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 | $23,482 | — | — | $15,000 | — |
| 2023 | $714 | — | — | — | — |