Plan Snapshot
- Plan Sponsor: Health Care Logistics, INC.
- Sponsor EIN: 310942682
- Sponsor Address: 450 TOWN STREET, CIRCLEVILLE, OH, 43113
- Plan Type: 401(k)
- Total Participants: 336
- Total Assets: $19.5M
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 | 336 | $19.5M | $858,465 | $1.4M |
| 2023 | 326 | $16.4M | $647,146 | $1.1M |
| 2022 | 285 | $13.7M | $350,233 | $552,063 |
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 INSURANCE COMPANY O | RECORDKEEPER | $52,379 | — | $52,379 |
| SPRENKLE STACY WEALTH MANAGEMENT | INVESTMENT ADVISOR | $45,291 | — | $45,291 |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $7,069 | — | $7,069 |
| ARY ROEPCKE MULCHAEY, P. C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ARY ROEPCKE MULCHAEY, P. C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $104,739
- Estimated Expense Ratio: 0.538% 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 | $104,739 | $52,360 | — | — | — |
| 2023 | $80,901 | $42,356 | — | — | — |
| 2022 | $35,515 | $18,394 | $17,121 | — | — |