Plan Snapshot
- Plan Sponsor: Vanguard National Trailer Corporation
- Sponsor EIN: 710944512
- Sponsor Address: 289 WATER TOWER DR, MONON, IN, 47959
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 694
- Total Assets: $17.2M
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. |
|---|---|---|---|---|
| 2025 | 694 | $17.2M | $0 | $0 |
| 2024 | 588 | $15.7M | $511,322 | $1.4M |
| 2023 | 521 | $14.1M | $650,712 | $1.8M |
| 2022 | 570 | $10.9M | $445,560 | $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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $91,383 | — | $91,383 |
| SAGEVIEW ADVISORY GROUP, LLC | Investment Advisor | $22,379 | — | $22,379 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $5,210 | — | $5,210 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $118,972
- Estimated Expense Ratio: 0.692% 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 |
|---|---|---|---|---|---|
| 2025 | $3,124,305 | $27,589 | — | — | — |
| 2024 | $103,716 | $17,947 | — | — | — |
| 2023 | $100,405 | $38,455 | — | — | — |
| 2022 | $124,215 | — | $124,215 | — | — |