Plan Snapshot
- Plan Sponsor: Transportation Charter Services, INC.
- Sponsor EIN: 330326013
- Sponsor Address: 1931 N. BATAVIA STREET, ORANGE, CA, 92865
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 142
- Total Assets: $5.1M
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. |
|---|---|---|---|---|
| 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 |
| 2019 | 468 | $7.4M | $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 |
|---|---|---|---|---|
| SOLTIS INVESTMENT ADVISORS | Investment Advisor | $14,837 | — | $14,837 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SOLTIS INVESTMENT ADVISORS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,837
- Estimated Expense Ratio: 0.289% 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 |
|---|---|---|---|---|---|
| 2023 | $15,064 | — | — | — | — |
| 2022 | $647,707 | — | — | — | — |
| 2021 | $710,417 | $17,255 | $14,763 | — | — |
| 2020 | $3,334,914 | — | — | — | — |
| 2019 | $571,479 | — | — | — | — |