Plan Snapshot
- Plan Sponsor: The Arms Trucking Co.
- Sponsor EIN: 341275303
- Sponsor Address: PO BOX 369, EAST CLARIDON, OH, 44033
- Plan Type: 401(k)
- Total Participants: 107
- Total Assets: $10.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 107 | $10.6M | $124,930 | $719,266 |
| 2023 | 107 | $9.7M | $154,865 | $716,112 |
| 2022 | 116 | $8.1M | $132,534 | $706,002 |
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 |
|---|---|---|---|---|
| ADP, INC. | Recordkeeper | $24,942 | — | $24,942 |
| MERRILL LYNCH PIERCE FENNER & SMITH | Investment Advisor | $22,641 | $966 | $23,607 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $48,549
- Estimated Expense Ratio: 0.457% 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 | $47,583 | $22,641 | — | — | — |
| 2023 | $43,194 | $20,003 | — | — | — |
| 2022 | $42,908 | — | — | — | — |