Plan Snapshot
- Plan Sponsor: Transport Refrigeration INC.
- Sponsor EIN: 391034368
- Sponsor Address: 3964 SOUTH PACKERLAND DRIVE, DE PERE, WI, 54115
- Plan Type: 401(k)
- Total Participants: 631
- Total Assets: $12.0M
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 | 631 | $12.0M | $251,477 | $1.1M |
| 2023 | 450 | $9.5M | $187,607 | $680,069 |
| 2022 | 298 | $7.6M | $170,918 | $573,895 |
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 |
|---|---|---|---|---|
| JPMORGAN INVEST HOLDINGS LLC | RECORDKEEPER | $20,658 | — | $20,658 |
| KERBER ROSE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KERBER ROSE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,658
- Estimated Expense Ratio: 0.172% 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 | $20,658 | — | — | — | — |
| 2023 | $15,142 | — | — | — | — |
| 2022 | $16,045 | — | $16,045 | — | — |