Plan Snapshot
- Plan Sponsor: Wiley Sanders Truck Lines, INC.
- Sponsor EIN: 630630434
- Sponsor Address: 100 SANDERS RD, TROY, AL, 36079
- Plan Type: 401(k)
- Total Participants: 1,828
- Total Assets: $43.3M
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 | 1,828 | $43.3M | $2.8M | $4.3M |
| 2023 | 1,782 | $37.8M | $2.7M | $4.2M |
| 2022 | 1,786 | $32.2M | $2.7M | $4.2M |
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 |
|---|---|---|---|---|
| OSAIC WEALTH INC. | INVESTMENT ADVISORY-PLAN | $101,343 | — | $101,343 |
| TRANSAMERICA LIFE INSURANCE COMPANY | RECORDKEEPER | $42,917 | — | $42,917 |
| MCDANIEL AND ASSOCIATES, PC | AUDIT | $9,500 | — | $9,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OSAIC WEALTH INC. — INVESTMENT ADVISORY-PLAN
- TRANSAMERICA LIFE INSURANCE COMPANY — RECORDKEEPER
- MCDANIEL AND ASSOCIATES, PC — AUDIT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $153,760
- Estimated Expense Ratio: 0.355% 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 | $153,760 | $101,343 | — | $9,500 | — |
| 2023 | $140,838 | $86,348 | — | $8,500 | — |
| 2022 | $129,923 | $82,544 | — | — | $5,000 |