Plan Snapshot
- Plan Sponsor: Racetrac, INC.
- Sponsor EIN: 630642959
- Sponsor Address: 200 GALLERIA PARKWAY, ATLANTA, GA, 30339
- Plan Type: 401(k)
- Total Participants: 9,590
- Total Assets: $156.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 9,590 | $156.8M | $6.0M | $10.9M |
| 2023 | 8,441 | $131.7M | $5.3M | $9.3M |
| 2022 | 8,439 | $107.4M | $4.5M | $8.2M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $198,221 | — | $198,221 |
| FISHER INVESTMENTS | ADVISOR | $23,659 | — | $23,659 |
| RUBIO CPA, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- FISHER INVESTMENTS — ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $221,880
- Estimated Expense Ratio: 0.142% 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 | $273,352 | $24,048 | — | — | — |
| 2023 | $250,065 | $16,430 | — | — | — |
| 2022 | $205,252 | — | — | — | — |