Plan Snapshot
- Plan Sponsor: Geodis Logistics, LLC
- Sponsor EIN: 621628798
- Sponsor Address: 7101 EXECUTIVE CENTER DRIVE, BRENTWOOD, TN, 37027
- Plan Type: 401(k)
- Total Participants: 14,100
- Total Assets: $341.3M
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 | 14,100 | $341.3M | $9.7M | $32.3M |
| 2023 | 15,943 | $302.5M | $11.1M | $35.5M |
| 2022 | 16,943 | $242.1M | $8.8M | $29.9M |
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 |
|---|---|---|---|---|
| LBMC PC | Auditor | $19,000 | — | $19,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LBMC PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,000
- Estimated Expense Ratio: 0.006% 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 | $988,775 | $104,460 | — | $19,000 | — |
| 2023 | $991,127 | $100,000 | $873,027 | — | — |
| 2022 | $896,113 | $100,000 | $759,663 | — | $17,250 |