Plan Snapshot
- Plan Sponsor: Sutton Trucking LLC
- Sponsor EIN: 833707220
- Sponsor Address: 24001 NE SANDY BLVD, WOOD VILLAGE, OR, 97060
- Plan Type: 401(k)
- Total Participants: 124
- Total Assets: $6.0M
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 | 124 | $6.0M | $193,643 | $472,745 |
| 2023 | 133 | $5.5M | $186,462 | $388,022 |
| 2022 | 139 | $5.1M | $124,875 | $385,701 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C | 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 | $31,211 | $13,363 | $17,848 | — | — |
| 2023 | $30,086 | $13,000 | $17,086 | — | — |
| 2022 | $32,155 | — | $32,155 | — | — |