# Epes Logistics Services, INC 401(k) Plan
Source: https://planprovider.pro/companies/epes-logistics-services-inc-401k-plan

> Epes Logistics Services, INC's 401(k) plan: 171 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Epes Logistics Services, INC

- **Sponsor EIN:** 561647161

- **Sponsor Address:** 538 NORTH REGIONAL ROAD, GREENSBORO, NC, 27409

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

- **Total Participants:** 171

- **Total Assets:** $10.8M

## 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|171|$10.8M|$197,698|$737,077|

| 2023|181|$9.2M|$198,977|$767,594|

| 2022|245|$8.1M|$237,408|$820,056|

## 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|

| SMITH LEONARD PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SMITH LEONARD PLLC](https://planprovider.pro/provider/smith-leonard-pllc) — Auditor

## 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|$34,783|$17,243|—|—|—|

| 2023|$30,780|$14,349|—|—|—|

| 2022|$29,103|$14,003|—|—|—|

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