Plan Snapshot
- Plan Sponsor: Road & Rail Services LLC
- Sponsor EIN: 621699728
- Sponsor Address: 4233 BARDSTOWN RD STE 200, LOUISVILLE, KY, 402183274
- Plan Type: 401(k)
- Total Participants: 1,160
- Total Assets: $4.3M
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 | 1,160 | $4.3M | $16,002 | $488,040 |
| 2023 | 1,029 | $4.1M | $17,523 | $445,519 |
| 2022 | 873 | $3.5M | $17,506 | $382,237 |
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 |
|---|---|---|---|---|
| MATHER AND CO. CPAS LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MATHER AND CO. CPAS LLC — Auditor
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 | $1,400 | — | $1,400 | — | — |
| 2023 | $924 | — | $924 | — | — |
| 2022 | $1,000 | — | $1,000 | — | — |