Plan Snapshot
- Plan Sponsor: Trader Construction Co.
- Sponsor EIN: 561010597
- Sponsor Address: P.O. DRAWER 1578, NEW BERN, NC, 285631578
- Plan Type: 401(k)
- Total Participants: 172
- Total Assets: $16.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 172 | $16.9M | $326,184 | $844,104 |
| 2023 | 153 | $15.6M | $290,904 | $771,157 |
| 2022 | 146 | $14.0M | $265,358 | $685,112 |
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 |
|---|---|---|---|---|
| SMITH AND HOWARD | 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 | $1,279 | $1,279 | — | — | — |
| 2023 | $950 | $950 | — | — | — |
| 2022 | $1,100 | — | $1,100 | — | — |