Plan Snapshot
- Plan Sponsor: Ease Logistics
- Sponsor EIN: 465088386
- Sponsor Address: 5725 AVERY RD, DUBLIN, OH, 43016
- Plan Type: 401(k)
- Total Participants: 228
- Total Assets: $6.1M
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 | 228 | $6.1M | $594,123 | $926,090 |
| 2023 | 356 | $4.4M | $617,970 | $923,588 |
| 2022 | 199 | $2.4M | $461,079 | $661,893 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $31,034 | — | $31,034 |
| THE SIEKMANN COMPANY | CONTRACT ADMINISTRATOR | $6,240 | $20,863 | $27,103 |
| SCHNEIDER DOWNS & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHNEIDER DOWNS & CO — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $58,137
- Estimated Expense Ratio: 0.946% 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 | $37,274 | — | — | — | — |
| 2023 | $10,391 | — | $10,391 | — | — |
| 2022 | $2,707 | — | $2,707 | — | — |