Plan Snapshot
- Plan Sponsor: Ait Worldwide Logistics, INC.
- Sponsor EIN: 363033973
- Sponsor Address: P.O. BOX 66730, CHICAGO, IL, 60666
- Plan Type: 401(k)
- Total Participants: 1,664
- Total Assets: $117.3M
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 | 1,664 | $117.3M | $4.7M | $10.2M |
| 2023 | 1,400 | $95.5M | $4.8M | $9.4M |
| 2022 | 936 | $72.8M | $3.8M | $7.9M |
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 |
|---|---|---|---|---|
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SIKICH CPA LLC — Auditor
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 | $242,860 | $58,311 | — | — | — |
| 2023 | $201,324 | $26,995 | — | — | — |
| 2022 | $162,852 | $21,627 | — | — | — |