Plan Snapshot
- Plan Sponsor: Sos Global Express, INC.
- Sponsor EIN: 561897797
- Sponsor Address: 2803 TRENT ROAD, NEW BERN, NC, 28561
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $10.6M
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 | 137 | $10.6M | $221,172 | $716,415 |
| 2023 | 137 | $9.4M | $238,512 | $762,423 |
| 2022 | 127 | $9.2M | $222,634 | $741,048 |
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 |
|---|---|---|---|---|
| THOMAS JUDY AND TUCKER P.A. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $48,935 | $24,447 | — | — | — |
| 2023 | $45,823 | $26,423 | — | — | — |
| 2022 | $34,374 | — | — | — | — |