Plan Snapshot
- Plan Sponsor: Thompson Trucking, INC.
- Sponsor EIN: 541001331
- Sponsor Address: 11939 RICHMOND HWY, CONCORD, VA, 245380969
- Plan Type: 401(k)
- Total Participants: 237
- Total Assets: $5.1M
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 | 237 | $5.1M | $154,885 | $335,217 |
| 2023 | 171 | $4.6M | $143,104 | $340,182 |
| 2022 | 287 | $4.2M | $128,498 | $345,094 |
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 |
|---|---|---|---|---|
| BROWN, EDWARDS & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BROWN, EDWARDS & COMPANY — Auditor
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 | $48,651 | $17,961 | $4,375 | — | — |
| 2023 | $47,481 | $16,675 | $3,890 | — | — |
| 2022 | $44,248 | — | $44,248 | — | — |