# Lab Logistics, LLC 401(k) Plan
Source: https://planprovider.pro/companies/lab-logistics-llc-401k-plan

> Lab Logistics, LLC's 401(k) plan: 1,237 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Lab Logistics, LLC

- **Sponsor EIN:** 454288522

- **Sponsor Address:** 30 RAILROAD AVENUE, WEST HAVEN, CT, 06516

- **Plan Type:** 401(k)

- **Total Participants:** 1,237

- **Total Assets:** $21.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|1,237|$21.0M|$765,023|$1.5M|

| 2023|943|$18.1M|$739,909|$1.7M|

| 2022|982|$17.1M|$506,757|$1.1M|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$64,746|—|$64,746|

| JANNEY MONTGOMERY SCOTT LLC|INVESTMENT ADVISORY|—|$24,066|$24,066|

| WELLS THOMAS, LLC|CONTRACT ADMINISTRATOR|$12,363|$8,145|$20,508|

| LPL FINANCIAL LLC - RPCP|INVESTMENT ADVISORY|—|$15,934|$15,934|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JANNEY MONTGOMERY SCOTT LLC](https://planprovider.pro/provider/janney-montgomery-scott-llc) — INVESTMENT ADVISORY

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $125,254

- **Estimated Expense Ratio:** 0.597% 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|$77,017|—|$77,017|—|—|

| 2023|$72,010|—|$72,010|—|—|

| 2022|$32,908|—|$32,908|—|—|

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