Plan Snapshot
- Plan Sponsor: Georgia Logistics Group, INC.
- Sponsor EIN: 825220638
- Sponsor Address: 110 OFFICE PARK LANE, SUITE 200, ST. SIMONS ISLAND, GA, 31522
- Plan Type: 401(k)
- Total Participants: 93
- Total Assets: $11.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 93 | $11.5M | $343,033 | $912,578 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICA | RECORDKEEPER | $58,228 | — | $58,228 |
| CAMBRIDGE INVESTMENT RESEARCH INC | BROKER ADVISOR / INVESTMENT ADVISOR | $5,848 | $28,276 | $34,124 |
| EMPOWER ADVISORY GROUP LLC | INVESTMENT MGMT | $23,062 | — | $23,062 |
| DCSRETIRE INC | CONTRACT ADMIN | $2,179 | $10,000 | $12,179 |
| WARREN AVERETT CPAS AND ADVISORS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT CPAS AND ADVISORS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $127,593
- Estimated Expense Ratio: 1.108% 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 | $89,659 | — | $89,659 | — | — |