Plan Snapshot
- Plan Sponsor: Truck Mounts INC.
- Sponsor EIN: 251854094
- Sponsor Address: 10 EAST WALTER AVENUE, GREENCASTLE, PA, 17225
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 27
- Total Assets: $67,156
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. |
|---|---|---|---|---|
| 2024 | 27 | $67,156 | $346,710 | $0 |
| 2023 | 28 | $64,443 | $280,519 | $28,560 |
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 |
|---|---|---|---|---|
| STRICKLER AGENCY, INC. | Investment Advisor | $10,470 | — | $10,470 |
| THE BENECON GROUP LLC | Investment Advisor | $8,953 | — | $8,953 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,423
- Estimated Expense Ratio: 28.922% 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 | $363,032 | — | — | — | — |
| 2023 | $265,837 | — | — | — | — |