Plan Snapshot
- Plan Sponsor: Ailo Logistics
- Sponsor EIN: 954287933
- Sponsor Address: 435 E WEBER AVE, COMPTON, CA, 90222
- Plan Type: 401(k)
- Total Participants: 572
- Total Assets: $3.9M
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 | 572 | $3.9M | $698,246 | $151,986 |
| 2023 | 551 | $3.5M | $945,715 | $70,390 |
| 2022 | 386 | $2.8M | $982,717 | $0 |
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 | NONE | $32,297 | — | $32,297 |
| ASSURED PARTNERS CAPITAL INC | NONE | $22,853 | — | $22,853 |
| PREMIER RETIREMENT PARTNERS | NONE | $13,795 | — | $13,795 |
| BAS PARTNERS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAS PARTNERS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $68,945
- Estimated Expense Ratio: 1.766% 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 | $70,712 | $26,669 | $13,795 | — | — |
| 2023 | $45,588 | $17,972 | $14,063 | $3,100 | — |
| 2022 | $20,100 | — | — | — | $20,100 |