Plan Snapshot
- Plan Sponsor: Hellmann Worldwide Logistics
- Sponsor EIN: 954140705
- Sponsor Address: 10450 DORAL BOULEVARD, MIAMI, FL, 33178
- Plan Type: 401(k)
- Total Participants: 459
- Total Assets: $33.2M
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 | 459 | $33.2M | $907,369 | $3.2M |
| 2023 | 438 | $30.0M | $877,539 | $2.9M |
| 2022 | 428 | $25.9M | $846,783 | $2.7M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — 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 | $141,632 | $62,344 | — | — | — |
| 2023 | $121,650 | $53,028 | — | — | — |
| 2022 | $163,109 | $121,803 | $41,306 | — | — |