Plan Snapshot
- Plan Sponsor: Transportation Charter Services, INC.
- Sponsor EIN: 330326013
- Sponsor Address: 1931 N. BATAVIA STREET, ORANGE, CA, 92865
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $0 | $135,659 | $378,968 |
| 2023 | 142 | $5.1M | $155,407 | $422,596 |
| 2022 | 245 | $4.0M | $0 | $0 |
| 2021 | 246 | $5.0M | $0 | $0 |
| 2020 | 243 | $5.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| RICH, WIGTHMAN & CO, CPAS | 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 | $35,092 | — | $35,092 | — | — |
| 2023 | $15,064 | — | — | — | — |
| 2022 | $11,495 | — | — | — | — |
| 2021 | $32,018 | $17,255 | $14,763 | — | — |
| 2020 | $26,502 | — | — | — | — |