Plan Snapshot
- Plan Sponsor: Storer Transportation
- Sponsor EIN: 942147709
- Sponsor Address: 3519 MCDONALD, MODESTO, CA, 95358
- Plan Type: 401(k)
- Plan Number: 505
- Total Participants: 11
- Total Assets: $1.1M
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 | 11 | $1.1M | $124,813 | $0 |
| 2023 | 22 | $555,173 | $78,266 | $0 |
| 2022 | 28 | $514,072 | $132,301 | $0 |
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 |
|---|---|---|---|---|
| NAVIA BENEFIT SOLUTIONS, INC. | Recordkeeper | $19,871 | — | $19,871 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,871
- Estimated Expense Ratio: 1.806% 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 | $19,871 | — | $19,871 | — | — |
| 2023 | $37,155 | — | — | — | — |
| 2022 | $30,840 | — | — | — | — |