Plan Snapshot
- Plan Sponsor: Becker Logistics LLC
- Sponsor EIN: 384050715
- Sponsor Address: 2198 GLADSTONE CT, GLENDALE HTS, IL, 601391514
- Plan Type: 401(k)
- Total Participants: 89
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 89 | $4.7M | $0 | $374,113 |
| 2023 | 111 | $5.1M | $38,060 | $554,936 |
| 2022 | 148 | $2.2M | $98,920 | $503,713 |
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 |
|---|---|---|---|---|
| SMITH & HOWARD, PC | 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 | $52,607 | $23,772 | $28,835 | — | — |
| 2023 | $49,314 | $19,572 | $29,742 | — | — |
| 2022 | $22,919 | $8,713 | $14,058 | — | $148 |