# Storer Transportation Service, INC. 401(k) Plan
Source: https://planprovider.pro/companies/storer-transportation-service-inc-401k-plan

> Storer Transportation Service, INC.'s 401(k) plan: 798 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/july-business-services) — 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|

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