Plan Snapshot
- Plan Sponsor: Trimac Transportation, INC.
- Sponsor EIN: 610442341
- Plan Type: DB
- Plan Number: 004
- Total Participants: 2
- Total Assets: $2.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 2 | $2.3M | $0 | $0 |
| 2022 | 2 | $5.0M | $0 | $0 |
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 |
|---|---|---|---|---|
| USI CONSULTING GROUP | Other Service Provider | $46,838 | — | $46,838 |
| PNC BANK, NA | Other Service Provider | $22,060 | — | $22,060 |
| FROST BROWN TODD LLP | Other Service Provider | $11,134 | — | $11,134 |
| ALGAR HOLDINGS INC | Other Service Provider | $7,353 | — | $7,353 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $87,385
- Estimated Expense Ratio: 3.773% 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 |
|---|---|---|---|---|---|
| 2023 | $88,466 | $1,081 | — | — | — |
| 2022 | $71,151 | $1,799 | $26,471 | — | $42,881 |