Plan Snapshot
- Plan Sponsor: Franklin Logistics LLC
- Sponsor EIN: 351821968
- Sponsor Address: 153 SMITH TRANSPORT ROAD, ROARING SPRINGS, PA, 16673
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 2,338 | $8.6M | $56,643 | $463,950 |
| 2023 | 2,370 | $9.2M | $70,140 | $618,911 |
| 2022 | 2,289 | $9.7M | $83,411 | $736,876 |
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 |
|---|---|---|---|---|
| AMERISERV WEALTH & CAPITAL MGMT | TRUSTEE | $40,808 | — | $40,808 |
| WESSEL AND COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WESSEL AND COMPANY — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $40,808
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 |
|---|---|---|---|---|---|
| 2025 | $8,679 | $8,679 | — | — | — |
| 2024 | $40,808 | $40,808 | — | — | — |
| 2023 | $44,538 | $44,538 | — | — | — |
| 2022 | $45,730 | $45,730 | — | — | — |