Plan Snapshot
- Plan Sponsor: Lineage Logistics Holdings, LLC
- Sponsor EIN: 300707700
- Sponsor Address: 46500 HUMBODOLT DRIVE, NOVI, MI, 48377
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 126
- Total Assets: $4.8M
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 | 126 | $4.8M | $25,875 | $227,543 |
| 2024 | 8,673 | $492.5M | $19.3M | $37.9M |
| 2023 | 8,546 | $422.8M | $16.9M | $33.7M |
| 2022 | 8,142 | $289.2M | $15.2M | $29.1M |
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 |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | Other Service Provider | $1,171,304 | — | $1,171,304 |
| VANGUARD ADVISERS INC. | Recordkeeper | $243,691 | — | $243,691 |
| BAKER TILLY US LLP | Other Service Provider | $50,220 | — | $50,220 |
| SAGEVIEW ADVISORY GROUP LLC | Investment Advisor | $40,000 | — | $40,000 |
| PINNACLE PROMOTIONS | Other Service Provider | $6,065 | — | $6,065 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD ADVISERS INC. — Recordkeeper
- SAGEVIEW ADVISORY GROUP LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,511,280
- Estimated Expense Ratio: 31.665% 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 |
|---|---|---|---|---|---|
| 2025 | $466,986 | — | — | — | — |
| 2024 | $1,380,601 | — | — | — | — |
| 2023 | $996,526 | — | — | — | — |
| 2022 | $882,495 | — | — | — | — |