Plan Snapshot
- Plan Sponsor: Lifescience Logistics, LLC
- Sponsor EIN: 204870652
- Sponsor Address: 3100 OLYMPUS BLVD SUITE 100, DALLAS, TX, 75019
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $0
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. |
|---|---|---|---|---|
| 2025 | 0 | $0 | $0 | $0 |
| 2024 | 482 | $3.3M | $0 | $947,228 |
| 2023 | 452 | $2.3M | $0 | $822,199 |
| 2022 | 419 | $1.5M | $0 | $560,446 |
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 |
|---|---|---|---|---|
| BOK FINANCIAL ASSET MANAGEMENT, INC | Other Service Provider | $9,975 | — | $9,975 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $9,975
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 |
|---|---|---|---|---|---|
| 2025 | $163,942 | — | — | — | — |
| 2024 | $9,975 | — | — | — | — |
| 2023 | $15,944 | — | — | — | — |
| 2022 | $4,203 | — | — | — | $4,203 |