Plan Snapshot
- Plan Sponsor: Watsontown Trucking Company
- Sponsor EIN: 240836088
- Sponsor Address: 60 BELFORD BOULEVARD, MILTON, PA, 17847
- Plan Type: 401(k)
- Total Participants: 1,000
- Total Assets: $11.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 1,000 | $11.0M | $274,607 | $1.6M |
| 2023 | 1,214 | $9.3M | $280,997 | $1.5M |
| 2022 | 1,139 | $7.3M | $232,748 | $1.2M |
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 |
|---|---|---|---|---|
| CAMPBELL, RAPPOLD & YURASITS, LLP | 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 | $20,005 | — | $20,005 | — | — |
| 2023 | $23,106 | — | — | — | — |
| 2022 | $11,559 | — | $11,559 | — | — |