Plan Snapshot
- Plan Sponsor: Brokers Logistics Ltd.
- Sponsor EIN: 742983758
- Sponsor Address: 1000 HAWKINS BLVD, EL PASO, TX, 79915
- Plan Type: 401(k)
- Total Participants: 80
- 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 | 80 | $4.6M | $105,921 | $191,586 |
| 2023 | 112 | $3.8M | $101,574 | $188,260 |
| 2022 | 112 | $3.2M | $194,117 | $173,697 |
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 |
|---|---|---|---|---|
| SBNG, PC | Auditor | $8,334 | — | $8,334 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,334
- Estimated Expense Ratio: 0.183% 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 | $12,806 | — | — | $8,334 | — |
| 2023 | $5,469 | — | — | — | — |
| 2022 | $5,411 | — | — | — | — |