Plan Snapshot
- Plan Sponsor: Tri-State Truck Center, INC.
- Sponsor EIN: 620722007
- Sponsor Address: PO BOX 405, MEMPHIS, TN, 381010405
- Plan Type: 401(k)
- Total Participants: 310
- Total Assets: $34.1M
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 | 310 | $34.1M | $948,610 | $2.1M |
| 2023 | 317 | $32.0M | $1.0M | $2.1M |
| 2022 | 288 | $31.4M | $832,167 | $1.8M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $22,642 | — | $22,642 |
| EXECUTIVE INSURANCE AGENCY INC | BROKER/ADVISER | — | $18,429 | $18,429 |
| WATKINS AND UIBERALL, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WATKINS AND UIBERALL, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,071
- Estimated Expense Ratio: 0.121% 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 | $22,642 | — | — | — | — |
| 2023 | $20,800 | — | — | — | — |
| 2022 | $24,848 | $13,376 | $11,472 | — | — |