Plan Snapshot
- Plan Sponsor: Sodrel Truck Lines, INC.
- Sponsor EIN: 351098231
- Sponsor Address: ONE SODREL DRIVE, JEFFERSONVILLE, IN, 47129
- Plan Type: DC
- Total Participants: 324
- Total Assets: $16.0M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 324 | $16.0M | $320,210 | $786,181 |
| 2023 | 500 | $16.5M | $350,146 | $855,160 |
| 2022 | 410 | $15.6M | $451,014 | $839,119 |
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 |
|---|---|---|---|---|
| ASSURED PARTNERS CAPITAL INC | ADVISOR | $43,439 | — | $43,439 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $9,390 | — | $9,390 |
| CHERRY BEKAERT, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $52,829
- Estimated Expense Ratio: 0.331% 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 | $54,988 | $45,598 | — | — | — |
| 2023 | $11,786 | $7,737 | — | — | — |
| 2022 | $6,156 | — | — | — | — |