# Utility Trailer Sales S.E. Texas 401(k) Plan
Source: https://planprovider.pro/companies/utility-trailer-sales-s-e-texas-401k-plan

> Utility Trailer Sales S.E. Texas's 401(k) plan: 323 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| MERRILL LYNCH PIERCE FENNER & SMITH|INVESTMENT ADVISOR|$8,487|$49,726|$58,213|

| ADP, INC.|RECORD KEEPER|$24,716|—|$24,716|

| SVADLENAK SEE & COMPANY P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $82,929

- **Estimated Expense Ratio:** 0.378% 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|$33,203|$8,487|—|—|—|

| 2023|$20,578|$2,294|—|—|—|

| 2022|$14,497|—|—|—|—|

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