Plan Snapshot
- Plan Sponsor: Gemini Logistics LLC
- Sponsor EIN: 851173355
- Sponsor Address: 512 E. RIVERSIDE DR., AUSTIN, TX, 78704
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 153
- Total Assets: $491,547
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 | 153 | $491,547 | $54,936 | $210,680 |
| 2023 | 105 | $258,635 | $70,841 | $147,611 |
| 2022 | 61 | $32,775 | $11,573 | $21,473 |
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 |
|---|---|---|---|---|
| CJ CPAS PLLC | 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 | $1,770 | $1,770 | — | — | — |
| 2023 | $21,545 | — | — | — | — |
| 2022 | $2 | — | — | — | — |