Plan Snapshot
- Plan Sponsor: Selectransportation Resources, L.L.C.
- Sponsor EIN: 742882346
- Sponsor Address: 12802 CROSBY FREEWAY, HOUSTON, TX, 77049
- Plan Type: 401(k)
- Total Participants: 540
- Total Assets: $45.2M
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 | 540 | $45.2M | $1.4M | $2.7M |
| 2023 | 481 | $38.9M | $1.3M | $2.5M |
| 2022 | 448 | $33.1M | $1.2M | $2.3M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $52,937 | — | $52,937 |
| SHEPHERD FINANCIAL INVESTMENT | ADVISOR | $52,534 | — | $52,534 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $19,264 | — | $19,264 |
| DOEREN MAYHEW ASSURANCE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- SHEPHERD FINANCIAL INVESTMENT — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- DOEREN MAYHEW ASSURANCE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $124,735
- Estimated Expense Ratio: 0.276% 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 | $124,735 | $71,798 | — | — | — |
| 2023 | $115,226 | $64,138 | $900 | — | — |
| 2022 | $105,624 | $19,627 | — | — | — |