# Stoltzfus Truck Brokerage INC. 401(k) Plan
Source: https://planprovider.pro/companies/stoltzfus-truck-brokerage-inc-232589806-501

> Stoltzfus Truck Brokerage INC.'s 401(k) plan: 41 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stoltzfus Truck Brokerage INC.

- **Sponsor EIN:** 232589806

- **Sponsor Address:** 30 SLAYMAKER HILL ROAD, KINZERS, PA, 17535

- **Plan Type:** 401(k)

- **Plan Number:** 501

- **Total Participants:** 41

- **Total Assets:** $53,905

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|41|$53,905|$494,533|$123,233|

| 2023|43|$123,226|$495,725|$123,734|

| 2022|41|$165,421|$411,891|$102,392|

## 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|

| HARDING-YOST INSURANCE ASSOCIATES|Investment Advisor|$15,300|—|$15,300|

| THE BENECON GROUP, LLC|Investment Advisor|$13,127|—|$13,127|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $28,427

- **Estimated Expense Ratio:** 52.735% of plan assets

### 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|$713,547|—|—|—|—|

| 2023|$659,742|—|—|—|—|

| 2022|$408,527|—|—|—|—|

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