Plan Snapshot
- Plan Sponsor: Trimac Transportation INC.
- Sponsor EIN: 761264794
- Sponsor Address: 15333 JFK BLVD SUITE 800, HOUSTON, TX, 77032
- Plan Type: 401(k)
- Total Participants: 1,225
- Total Assets: $39.2M
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 | 1,225 | $39.2M | $1.1M | $3.1M |
| 2023 | 795 | $38.4M | $1.1M | $3.2M |
| 2022 | 869 | $34.1M | $1.1M | $3.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $59,344 | — | $59,344 |
| SAGEVIEW ADVISORY GROUP LLC | INVESTMENT ADVISOR | $25,326 | — | $25,326 |
| HAM LANGSTON & BREZINA L.L.P. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP LLC — INVESTMENT ADVISOR
- HAM LANGSTON & BREZINA L.L.P. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $84,670
- Estimated Expense Ratio: 0.216% 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 | $84,672 | $25,326 | $22,782 | — | — |
| 2023 | $156,363 | $25,000 | $104,368 | — | — |
| 2022 | $144,898 | $25,000 | $118,398 | — | — |