# Capstone Logistics, LLC 401(k) Plan
Source: https://planprovider.pro/companies/capstone-logistics-llc-401k-plan

> Capstone Logistics, LLC's 401(k) plan: 11,670 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Capstone Logistics, LLC

- **Sponsor EIN:** 453087555

- **Sponsor Address:** 30 TECHNOLOGY PARKWAY SOUTH, PEACHTREE CORNERS, GA, 30092

- **Plan Type:** 401(k)

- **Total Participants:** 11,670

- **Total Assets:** $50.3M

## 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|11,670|$50.3M|$3.3M|$6.4M|

| 2023|11,786|$41.5M|$3.0M|$6.4M|

| 2022|12,681|$31.1M|$1.8M|$5.8M|

## 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|

| CHERRY BEKAERT LLP|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|$426,682|$93,211|—|—|—|

| 2023|$354,508|$86,002|—|—|—|

| 2022|$338,431|$68,167|—|—|$41,800|

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