Plan Snapshot
- Plan Sponsor: Ard Logistics, LLC
- Sponsor EIN: 582406767
- Sponsor Address: 3675 CRESTWOOD PKWY, DULUTH, GA, 30096
- Plan Type: 401(k)
- Total Participants: 765
- Total Assets: $4.6M
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 | 765 | $4.6M | $272,605 | $428,906 |
| 2023 | 734 | $3.7M | $234,409 | $389,836 |
| 2022 | 749 | $2.9M | $228,920 | $365,647 |
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 |
|---|---|---|---|---|
| UHY, 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 | $29,566 | — | — | — | — |
| 2023 | $25,265 | — | — | — | — |
| 2022 | $22,047 | $22,047 | — | — | — |