Plan Snapshot
- Plan Sponsor: Southland Truck Group, LLC
- Sponsor EIN: 261394085
- Sponsor Address: PO BOX 1450, GRAY, LA, 70359
- Plan Type: 401(k)
- Total Participants: 279
- Total Assets: $28.7M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 279 | $28.7M | $850,158 | $1.4M |
| 2023 | 260 | $23.8M | $842,367 | $1.5M |
| 2022 | 239 | $18.7M | $787,398 | $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 |
|---|---|---|---|---|
| MARTIN AND PELLEGRIN CPA'S | 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 | $9,132 | — | $9,132 | — | — |
| 2023 | $14,688 | — | $14,688 | — | — |
| 2022 | $14,051 | — | $3,551 | — | $10,500 |