Plan Snapshot
- Plan Sponsor: Standard Forwarding LLC
- Sponsor EIN: 271883111
- Sponsor Address: 2925 MORTON DRIVE, EAST MOLINE, IL, 61244
- Plan Type: 401(k)
- Total Participants: 91
- Total Assets: $9.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 91 | $9.5M | $262,004 | $524,599 |
| 2023 | 121 | $8.7M | $225,136 | $509,422 |
| 2022 | 89 | $8.3M | $201,533 | $473,447 |
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 |
|---|---|---|---|---|
| SMITH & HOWARD PC | 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 | $6,542 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $1,733 | — | — | — | — |