# Sodrel Truck Lines, INC. DC Plan
Source: https://planprovider.pro/companies/sodrel-truck-lines-inc-plan

> Sodrel Truck Lines, INC.'s DC plan: 324 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — 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|—|—|—|—|

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