# Transportation Impact LLC 401(k) Plan
Source: https://planprovider.pro/companies/transportation-impact-llc-401k-plan

> Transportation Impact LLC's 401(k) plan: 170 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Transportation Impact LLC

- **Sponsor EIN:** 262683818

- **Sponsor Address:** 8921 CREW DRIVE, EMERALD ISLE, NC, 28594

- **Plan Type:** 401(k)

- **Total Participants:** 170

- **Total Assets:** $12.6M

## 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|170|$12.6M|$799,018|$1.6M|

| 2023|164|$11.8M|$900,507|$1.3M|

| 2022|185|$7.9M|$861,010|$1.3M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$79,554|—|$79,554|

| MWA FINANCIAL SERVICES INC|OTHER SERVICES|—|$49,523|$49,523|

| DEFINITI LLC|CONTRACT ADMINISTRATOR|$4,411|$5,995|$10,406|

| PBMARES LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MWA FINANCIAL SERVICES INC](https://planprovider.pro/provider/mwa-financial-services-inc) — OTHER SERVICES

- [PBMARES LLP](https://planprovider.pro/provider/pbmares-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $139,483

- **Estimated Expense Ratio:** 1.110% 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|$83,965|—|$83,965|—|—|

| 2023|$79,422|—|$79,422|—|—|

| 2022|$63,492|—|$63,492|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/transportation-impact-llc-401k-plan)

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