Plan Snapshot
- Plan Sponsor: Courier Express Holdings, INC.
- Sponsor EIN: 582492015
- Sponsor Address: 2051 FRANKLIN WAY, MARIETTA, GA, 30067
- Plan Type: 401(k)
- Total Participants: 415
- Total Assets: $18.6M
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 | 415 | $18.6M | $582,736 | $1.5M |
| 2023 | 391 | $15.8M | $493,173 | $1.3M |
| 2022 | 408 | $13.1M | $440,814 | $1.2M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Recordkeeper | $51,369 | — | $51,369 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | Recordkeeper | $40,052 | — | $40,052 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — Recordkeeper
- ONEDIGITAL INVESTMENT ADVISORS LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $91,421
- Estimated Expense Ratio: 0.493% 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 | $61,595 | $40,052 | $21,543 | — | — |
| 2023 | $58,938 | $33,494 | $25,444 | — | — |
| 2022 | $55,708 | — | $55,708 | — | — |