Plan Snapshot
- Plan Sponsor: Battle Logistics, LLC
- Sponsor EIN: 824831775
- Sponsor Address: 11091 US HWY 1 SOUTH, WADLEY, GA, 30477
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 31
- Total Assets: $63,397
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 31 | $63,397 | $390,838 | $104,400 |
| 2023 | 31 | $5,496 | $216,155 | $92,192 |
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 |
|---|---|---|---|---|
| CAPSTONE HIRE BENEFITS CONSULTING L | Investment Advisor | $16,842 | — | $16,842 |
| THE BENECON GROUP | Investment Advisor | $12,577 | — | $12,577 |
| MERITAIN HEALTH, AN AETNA COMPANY | Other Service Provider | $12,061 | — | $12,061 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $41,480
- Estimated Expense Ratio: 65.429% 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 | $430,930 | — | — | — | — |
| 2023 | $344,266 | — | — | — | — |