Plan Snapshot
- Plan Sponsor: Southern States Utility Trailer Sales, INC.
- Sponsor EIN: 640666992
- Sponsor Address: P.O. BOX 6257, PEARL, MS, 392886257
- Plan Type: 401(k)
- Total Participants: 135
- Total Assets: $12.3M
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 | 135 | $12.3M | $367,104 | $584,613 |
| 2023 | 139 | $11.0M | $396,096 | $644,479 |
| 2022 | 129 | $9.3M | $439,712 | $649,322 |
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 |
|---|---|---|---|---|
| WILLIAMS, WEISS, HESTER & CO, PLLC | 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 | $71,932 | $60,870 | $2,000 | — | — |
| 2023 | $59,359 | $50,259 | $8,978 | — | — |
| 2022 | $55,344 | $48,328 | $7,016 | — | — |