Plan Snapshot
- Plan Sponsor: Saia Motor Freight Line, LLC
- Sponsor EIN: 720524060
- Sponsor Address: 11465 JOHNS CREEK PARKWAY, JOHNS CREEK, GA, 30097
- Plan Type: 401(k)
- Total Participants: 15,329
- Total Assets: $669.8M
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 | 15,329 | $669.8M | $19.5M | $58.4M |
| 2023 | 12,419 | $562.4M | $16.0M | $47.4M |
| 2022 | 12,305 | $450.3M | $14.6M | $42.6M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $221,502 | — | $221,502 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $86,690 | — | $86,690 |
| NORTHWESTERN MUTUAL | CONSULTANT | $80,000 | — | $80,000 |
| HANCOCK ASKEW & CO, LLP | ACCOUNTANT/AUDITOR | $38,100 | — | $38,100 |
| BAKER TILLY, US, LLP | Auditor | $38,100 | — | $38,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- NORTHWESTERN MUTUAL — CONSULTANT
- BAKER TILLY, US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $464,392
- Estimated Expense Ratio: 0.069% 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 | $426,292 | $221,502 | $6,000 | $38,100 | — |
| 2023 | $299,726 | $185,779 | $6,000 | $24,200 | — |
| 2022 | $292,291 | $193,927 | — | — | — |