# Lineage Logistics Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/lineage-logistics-holdings-llc-300707700-002

> Lineage Logistics Holdings, LLC's 401(k) plan: 126 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/the-vanguard-group-inc) — Recordkeeper

- [SAGEVIEW ADVISORY GROUP LLC](https://planprovider.pro/provider/sageview-advisory-group) — 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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lineage-logistics-holdings-llc-300707700-002)

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