Plan Snapshot
- Plan Sponsor: Trident Transport, LLC
- Sponsor EIN: 464308662
- Sponsor Address: 505 RIVERFRONT PARKWAY, CHATTANOOGA, TN, 37402
- Plan Type: 401(k)
- Total Participants: 232
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 232 | $8.0M | $689,574 | $978,963 |
| 2023 | 222 | $6.4M | $768,184 | $1.1M |
| 2022 | 289 | $4.1M | $848,751 | $1.2M |
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 |
|---|---|---|---|---|
| HENDERSON HUTCHERSON MCCULLOUGH | 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 | $36,535 | — | $36,535 | — | — |
| 2023 | $28,207 | — | $28,207 | — | — |
| 2022 | $21,241 | — | — | — | $21,241 |