Plan Snapshot
- Plan Sponsor: R J Corman Railroad Group, LLC
- Sponsor EIN: 610893327
- Sponsor Address: 101 R.J. CORMAN DRIVE, NICHOLASVILLE, KY, 40356
- Plan Type: 401(k)
- Total Participants: 1,541
- Total Assets: $78.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,541 | $78.9M | $3.1M | $5.2M |
| 2023 | 1,401 | $70.2M | $2.0M | $4.6M |
| 2022 | 1,375 | $60.8M | $1.8M | $3.7M |
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 |
|---|---|---|---|---|
| CENTRAL BANK & TRUST CO | TRUSTEE | $178,021 | — | $178,021 |
| DEAN DORTON ALLEN FORD PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- DEAN DORTON ALLEN FORD PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $178,021
- Estimated Expense Ratio: 0.226% 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 | $178,021 | — | — | — | — |
| 2023 | $174,828 | — | — | — | — |
| 2022 | $157,704 | — | $157,704 | — | — |