Plan Snapshot
- Plan Sponsor: Storer Transportation Service, INC.
- Sponsor EIN: 942147709
- Sponsor Address: 3519 MCDONALD AVENUE, MODESTO, CA, 95358
- Plan Type: 401(k)
- Total Participants: 798
- Total Assets: $20.8M
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 | 798 | $20.8M | $511,432 | $1.7M |
| 2023 | 904 | $17.4M | $473,215 | $1.6M |
| 2022 | 863 | $13.9M | $467,271 | $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 |
|---|---|---|---|---|
| JULY BUSINESS SERVICES LLC | CONTRACT ADMINISTRATOR | $15,990 | — | $15,990 |
| ATHERTON & ASSOCIATES, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JULY BUSINESS SERVICES LLC — CONTRACT ADMINISTRATOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $15,990
- Estimated Expense Ratio: 0.077% 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 | $15,990 | — | $15,990 | — | — |
| 2023 | $7,469 | — | $2,660 | — | — |
| 2022 | $9,877 | $1,812 | $6,875 | — | $1,190 |