Plan Snapshot
- Plan Sponsor: Professional Transportation, INC.
- Sponsor EIN: 351760678
- Sponsor Address: 3700 E. MORGAN AVENUE, EVANSVILLE, IN, 47715
- Plan Type: 401(k)
- Total Participants: 85
- Total Assets: $734,125
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 85 | $734,125 | $41,324 | $159,758 |
| 2023 | 82 | $560,586 | $33,315 | $125,176 |
| 2022 | 77 | $429,570 | $34,350 | $121,057 |
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 |
|---|---|---|---|---|
| WEINZAPFEL & CO., LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEINZAPFEL & CO., LLC — Auditor
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 | $153,886 | — | $13,206 | — | — |
| 2023 | $97,109 | — | $16,821 | — | — |
| 2022 | $13,544 | $13,544 | — | — | — |