Plan Snapshot
- Plan Sponsor: Tforce Freight, INC
- Sponsor EIN: 540481236
- Sponsor Address: 9954 MAYLAND DR SUITE 3000, HENRICO, VA, 23233
- Plan Type: DC
- Total Participants: 6,559
- Total Assets: $164.4M
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. |
|---|---|---|---|---|
| 2024 | 6,559 | $164.4M | $1,822 | $31.9M |
| 2023 | 6,513 | $131.1M | $0 | $28.7M |
| 2022 | 8,473 | $101.2M | $0 | $29.3M |
| 2021 | 8,445 | $89.8M | $0 | $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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $350,863 | — | $350,863 |
| MARSH & MCLENNAN COMPANIES INC | INVESTMENT ADVISOR | $52,500 | — | $52,500 |
| CLIFTONLARSONALLEN LLP | OTHER | $23,100 | — | $23,100 |
| MERCER INVESTMENT CONSULTING INC | OTHER | $17,500 | — | $17,500 |
| EBERTS & HARRISON INC | OTHER | $15,500 | — | $15,500 |
| SMITH GAMBRELL & RUSSELL LLP | OTHER | $11,615 | — | $11,615 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — OTHER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $471,078
- Estimated Expense Ratio: 0.287% 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 | $691,649 | $57,859 | $86,420 | — | — |
| 2023 | $541,806 | $1,917 | $404,727 | $24,549 | — |
| 2022 | $368,063 | $53,065 | $295,398 | — | — |
| 2021 | $40,234 | — | — | — | — |