Plan Snapshot
- Plan Sponsor: Bbi Logistics, LLC
- Sponsor EIN: 822019085
- Sponsor Address: 600 W NATIONWIDE BLVD, COLUMBUS, OH, 43215
- Plan Type: 401(k)
- Total Participants: 233
- Total Assets: $8.2M
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 | 233 | $8.2M | $492,500 | $1.1M |
| 2023 | 208 | $6.0M | $346,820 | $904,170 |
| 2022 | 155 | $3.9M | $912,634 | $792,777 |
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 |
|---|---|---|---|---|
| SEO CPA GROUP, LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SEO CPA GROUP, LTD. — 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 | $120,972 | $35,482 | $75,379 | — | — |
| 2023 | $58,042 | $22,654 | $31,638 | — | — |
| 2022 | $35,589 | $13,957 | $21,632 | — | — |