# Battle Logistics, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/battle-logistics-llc-824831775-501

> Battle Logistics, LLC's Health & Welfare plan: 31 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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