Plan Snapshot
- Plan Sponsor: Veteran'S Truck Line, INC.
- Sponsor EIN: 391045799
- Sponsor Address: 800 BLACKHAWK DRIVE, BURLINGTON, WI, 53105
- Plan Type: DC
- Total Participants: 133
- Total Assets: $13.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 133 | $13.2M | $357,055 | $799,163 |
| 2023 | 136 | $12.5M | $340,602 | $745,856 |
| 2022 | 133 | $11.0M | $339,502 | $739,302 |
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 |
|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | SERVICE PROVIDER / TPA FEES | $106,777 | — | $106,777 |
| KERBERROSE | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LINCOLN NATIONAL CORPORATION — SERVICE PROVIDER / TPA FEES
- KERBERROSE — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $106,777
- Estimated Expense Ratio: 0.806% 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 | $106,777 | — | $106,777 | — | — |
| 2023 | $97,479 | — | $97,479 | — | — |
| 2022 | $93,373 | — | $93,373 | — | — |