Plan Snapshot
- Plan Sponsor: Transportation Research Center INC.
- Sponsor EIN: 311228202
- Sponsor Address: P.O. BOX B-67, EAST LIBERTY, OH, 433190067
- Plan Type: 401(k)
- Total Participants: 371
- Total Assets: $37.8M
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 | 371 | $37.8M | $828,036 | $1.6M |
| 2023 | 362 | $33.4M | $711,802 | $1.4M |
| 2022 | 334 | $29.1M | $655,721 | $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 |
|---|---|---|---|---|
| CONSOLIDATED FINANCIAL | NONE | $74,696 | — | $74,696 |
| STANCORP FINANCIAL GROUP | NONE | $71,904 | — | $71,904 |
| RELIANCE TRUST COMPANY | NONE | — | $9,457 | $9,457 |
| MALONEY + NOVOTNY, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- RELIANCE TRUST COMPANY — NONE
- MALONEY + NOVOTNY, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $156,057
- Estimated Expense Ratio: 0.413% 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 | $120,234 | $48,322 | $71,912 | — | — |
| 2023 | $197,178 | $67,334 | $129,844 | — | — |
| 2022 | $99,328 | — | $99,328 | — | — |