Plan Snapshot
- Plan Sponsor: Tforce Freight, INC
- Sponsor EIN: 540481236
- Sponsor Address: 100 SHOCKOE SLIP, RICHMOND, VA, 23219
- Plan Type: DC
- Total Participants: 6,513
- Total Assets: $131.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 6,513 | $131.1M | $0 | $28.7M |
| 2022 | 8,473 | $101.2M | $0 | $29.3M |
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 |
|---|---|---|---|---|
| PRUDENTIAL RETIREMENT INSURANCE AND | NONE | $809,454 | — | $809,454 |
| MERCER INVESTMENTS LLC | NONE | $175,000 | — | $175,000 |
| CLISTON LARSON ALLEN LLP | NONE | $49,100 | — | $49,100 |
| EBERTS AND HARRISON | NONE | $31,000 | — | $31,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLISTON LARSON ALLEN LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,064,554
- Estimated Expense Ratio: 0.812% 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 |
|---|---|---|---|---|---|
| 2023 | $541,806 | $1,917 | $404,727 | $24,549 | — |
| 2022 | $368,063 | $53,065 | $295,398 | — | — |