# Health Care Logistics, INC. 401(k) Plan
Source: https://planprovider.pro/companies/health-care-logistics-inc-401k-plan

> Health Care Logistics, INC.'s 401(k) plan: 336 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/ary-roepcke-mulchaey-pc) — 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|—|—|

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