Plan Snapshot
- Plan Sponsor: Protransport-1, LLC
- Sponsor EIN: 680461114
- Sponsor Address: 720 PORTAL STREET, COTATI, CA, 94931
- Plan Type: Health & Welfare
- Plan Number: 505
- Total Participants: 64
- Total Assets: $193,451
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 | 64 | $193,451 | $97,265 | $0 |
| 2023 | 26 | $96,166 | $466 | $0 |
| 2022 | 69 | $130,840 | $1,312 | $0 |
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 |
|---|---|---|---|---|
| NAVIA BENEFIT SOLUTIONS, INC. | Recordkeeper | $17,293 | — | $17,293 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,293
- Estimated Expense Ratio: 8.939% 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 | $17,342 | — | $17,293 | — | — |
| 2023 | $12,517 | — | — | — | — |
| 2022 | $20,781 | — | — | — | — |