Plan Snapshot
- Plan Sponsor: Transport Labor Contract/ Leasing, INC.
- Sponsor EIN: 450391154
- Sponsor Address: 250 N. ORANGE AVE STE. 1500, ORLANDO, FL, 32801
- Plan Type: 401(k)
- Total Participants: 4,757
- Total Assets: $97.7M
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 | 4,757 | $97.7M | $2.6M | $7.8M |
| 2023 | 4,728 | $85.4M | $3.2M | $7.2M |
| 2022 | 4,140 | $62.8M | $2.2M | $6.1M |
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 |
|---|---|---|---|---|
| LB CARLSON, LLP | Auditor | $20,500 | — | $20,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LB CARLSON, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,500
- Estimated Expense Ratio: 0.021% 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 | $745,412 | $168,033 | $556,879 | $20,500 | — |
| 2023 | $522,826 | $98,536 | $409,290 | $15,000 | — |
| 2022 | $418,876 | $73,876 | $329,000 | — | $16,000 |