Plan Snapshot
- Plan Sponsor: Transport Leasing Company Dba Transystems Services
- Sponsor EIN: 810359563
- Sponsor Address: 1901 BENEFIS COURT, GREAT FALLS, MT, 594054373
- Plan Type: 401(k)
- Total Participants: 753
- Total Assets: $8.0M
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 | 753 | $8.0M | $352,481 | $666,997 |
| 2023 | 710 | $6.8M | $304,160 | $598,553 |
| 2022 | 604 | $5.9M | $269,509 | $578,659 |
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 |
|---|---|---|---|---|
| EDWARD D JONES & COMPANY | INVESTMENT ADVISORY - PL | $18,526 | — | $18,526 |
| JCCS, P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,526
- Estimated Expense Ratio: 0.231% 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 | $7,026 | — | $7,026 | — | — |
| 2023 | $5,419 | — | $5,419 | — | — |
| 2022 | $7,203 | — | $7,203 | — | — |