Plan Snapshot
- Plan Sponsor: Davidson Logistics, INC.
- Sponsor EIN: 475643241
- Sponsor Address: 13930 MISSOURI BOTTOM ROAD, BRIDGETON, MO, 63044
- Plan Type: 401(k)
- Total Participants: 134
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 134 | $3.4M | $150,350 | $285,539 |
| 2023 | 78 | $2.0M | $115,537 | $233,357 |
| 2022 | 108 | $1.4M | $105,039 | $209,687 |
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 |
|---|---|---|---|---|
| HOLT & PATTERSON, LLC | 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 | $256,222 | — | $19,015 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $15,499 | $3,880 | $11,619 | — | — |