Plan Snapshot
- Plan Sponsor: Realtruck Group, INC.
- Sponsor EIN: 471350873
- Sponsor Address: 5400 DATA COURT, ANN ARBOR, MI, 48108
- Plan Type: 401(k)
- Total Participants: 4,169
- Total Assets: $143.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 4,169 | $143.9M | $6.4M | $13.8M |
| 2023 | 3,948 | $120.6M | $5.6M | $12.3M |
| 2022 | 3,906 | $97.7M | $5.3M | $11.9M |
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 |
|---|---|---|---|---|
| PLANTE & MORAN PLLC | Auditor | $21,000 | — | $21,000 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,000
- Estimated Expense Ratio: 0.015% 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 | $695,308 | $89,913 | — | $21,000 | — |
| 2023 | $593,696 | $88,049 | — | $25,000 | — |
| 2022 | $551,362 | $115,666 | $435,696 | — | — |