Plan Snapshot
- Plan Sponsor: Utility Trailer Sales S.E. Texas
- Sponsor EIN: 741664009
- Sponsor Address: 11411 WALLISVILLE RD, HOUSTON, TX, 77013
- Plan Type: 401(k)
- Total Participants: 323
- Total Assets: $22.0M
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 | 323 | $22.0M | $142,660 | $1.6M |
| 2023 | 328 | $18.8M | $146,528 | $1.7M |
| 2022 | 325 | $15.5M | $130,334 | $1.5M |
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 |
|---|---|---|---|---|
| SVADLENAK SEE & COMPANY P.C. | 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 | $33,203 | $8,487 | — | — | — |
| 2023 | $20,578 | $2,294 | — | — | — |
| 2022 | $14,497 | — | — | — | — |