Plan Snapshot
- Plan Sponsor: Reeve Trucking Company
- Sponsor EIN: 810607881
- Sponsor Address: 5050 CARPENTER RD, STOCKTON, CA, 95215
- Plan Type: 401(k)
- Total Participants: 145
- Total Assets: $4.7M
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 | 145 | $4.7M | $124,189 | $546,353 |
| 2023 | 148 | $4.5M | $112,880 | $508,558 |
| 2022 | 143 | $3.8M | $115,953 | $477,868 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $12,844 | — | $12,844 |
| RESOURCES INVESTMENT ADVISORS, INC. | Recordkeeper | $11,437 | — | $11,437 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
- RESOURCES INVESTMENT ADVISORS, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,281
- Estimated Expense Ratio: 0.518% 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 | $28,164 | — | — | — | — |
| 2023 | $24,681 | $20,732 | — | — | — |
| 2022 | $22,460 | — | — | — | — |