Plan Snapshot
- Plan Sponsor: R&L Carriers, INC.
- Sponsor EIN: 311423221
- Sponsor Address: P.O. BOX 271, WILMINGTON, OH, 451779089
- Plan Type: 401(k)
- Total Participants: 21,397
- Total Assets: $472.6M
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 | 21,397 | $472.6M | $13.0M | $46.0M |
| 2023 | 20,491 | $394.6M | $11.3M | $39.2M |
| 2022 | 17,891 | $318.5M | $10.1M | $35.4M |
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 |
|---|---|---|---|---|
| MELLOTT & MELLOTT P.L.L. | Auditor | — | — | $0 |
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 | $519,143 | $275,673 | $900 | — | — |
| 2023 | $516,974 | $273,165 | $4,800 | — | — |
| 2022 | $569,542 | $179,834 | — | — | — |