Plan Snapshot
- Plan Sponsor: Roane Transportation Services, LLC
- Sponsor EIN: 621641082
- Sponsor Address: 284 CARDIFF VALLEY ROAD, STE 4135, ROCKWOOD, TN, 37854
- Plan Type: 401(k)
- Total Participants: 106
- Total Assets: $3.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 106 | $3.3M | $131,966 | $398,471 |
| 2023 | 142 | $3.2M | $183,945 | $491,633 |
| 2022 | 321 | $3.1M | $321,549 | $700,464 |
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 |
|---|---|---|---|---|
| COULTER & JUSTUS, P.C. | 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 | $42,720 | — | $42,720 | — | — |
| 2023 | $46,340 | — | $46,340 | — | — |
| 2022 | $18,106 | — | $18,106 | — | — |