# Sioux City Truck Sales 401(k) Plan
Source: https://planprovider.pro/companies/sioux-city-truck-sales-401k-plan

> Sioux City Truck Sales's 401(k) plan: 355 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Sioux City Truck Sales

- **Sponsor EIN:** 420750928

- **Sponsor Address:** PO BOX 386, SIOUX CITY, IA, 51102

- **Plan Type:** 401(k)

- **Total Participants:** 355

- **Total Assets:** $23.5M

## 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|355|$23.5M|$369,984|$1.3M|

| 2023|355|$21.5M|$404,401|$1.4M|

| 2022|314|$18.2M|$392,497|$1.4M|

## 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|

| SECURITY NATIONAL BANK|TRUSTEE|$69,975|—|$69,975|

| CHARLES SCHWAB TRUST BANK|CUSTODIAN|$8,008|—|$8,008|

| HENJES CONNER & WILLIAMS PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — CUSTODIAN

- [HENJES CONNER & WILLIAMS PC](https://planprovider.pro/provider/henjes-conner-and-williams-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $77,983

- **Estimated Expense Ratio:** 0.332% 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|$77,983|$69,975|—|—|—|

| 2023|$68,410|$62,410|—|—|—|

| 2022|$65,485|$65,485|—|—|—|

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