Plan Snapshot
- Plan Sponsor: Geodis Sco Usa, LLC
- Sponsor EIN: 363135821
- Sponsor Address: 35 MAIN STREET, POUGHKEEPSIE, NY, 12601
- Plan Type: 401(k)
- Total Participants: 111
- Total Assets: $11.2M
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 | 111 | $11.2M | $345,684 | $600,494 |
| 2023 | 169 | $10.5M | $382,073 | $630,055 |
| 2022 | 125 | $8.8M | $262,287 | $643,637 |
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 | — | — | $0 |
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: $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 | $28,763 | $12,695 | $7,572 | — | — |
| 2023 | $68,102 | $27,749 | — | — | — |
| 2022 | $41,705 | $10,155 | — | — | — |