Plan Snapshot
- Plan Sponsor: Truck Centers, INC.
- Sponsor EIN: 370922808
- Sponsor Address: 2280 FORMOSA ROAD, TROY, IL, 62294
- Plan Type: 401(k)
- Total Participants: 712
- Total Assets: $68.3M
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 | 712 | $68.3M | $1.7M | $3.8M |
| 2023 | 720 | $59.6M | $1.4M | $3.7M |
| 2022 | 716 | $52.2M | $1.1M | $3.5M |
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 |
|---|---|---|---|---|
| EDWARD JONES | INVESTMENT ADVISOR | $89,833 | — | $89,833 |
| CAPITAL GROUP RETIREMENT PLAN SVCS. | RECORDKEEPER | $16,389 | — | $16,389 |
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $106,222
- Estimated Expense Ratio: 0.156% 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 | $106,222 | $89,833 | — | — | — |
| 2023 | $93,608 | $78,608 | — | — | — |
| 2022 | $90,078 | — | $90,078 | — | — |