Plan Snapshot
- Plan Sponsor: Srm Transport Services, LLC
- Sponsor EIN: 820737873
- Sponsor Address: 1820 LITTLEWOOD DRIVE, OWENSBORO, KY, 42301
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 140
- Total Assets: $500,273
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. |
|---|---|---|---|---|
| 2025 | 140 | $500,273 | $0 | $0 |
| 2024 | 77 | $344,730 | $51,594 | $127,498 |
| 2023 | 61 | $196,625 | $47,700 | $92,060 |
| 2022 | 87 | $51,603 | $6,399 | $10,921 |
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 |
|---|---|---|---|---|
| METZ CPA, 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 |
|---|---|---|---|---|---|
| 2025 | $117,148 | $2,541 | — | — | — |
| 2024 | $63,198 | — | — | — | — |
| 2023 | $16,130 | — | — | — | — |
| 2022 | $19 | — | — | — | — |