Plan Snapshot
- Plan Sponsor: Logan Corporation
- Sponsor EIN: 550219530
- Sponsor Address: 1126 20TH STREET, HUNTINGTON, WV, 257032022
- Plan Type: 401(k)
- Total Participants: 115
- Total Assets: $7.3M
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 | 115 | $7.3M | $37,515 | $251,058 |
| 2023 | 107 | $7.5M | $1.0M | $195,716 |
| 2022 | 91 | $5.6M | $162,906 | $177,003 |
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 |
|---|---|---|---|---|
| SUTTLE & STALNAKER | Auditor | — | — | $0 |
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 | $7,880 | — | $7,880 | — | — |
| 2023 | $3,968 | — | $3,968 | — | — |
| 2022 | $3,789 | — | $3,789 | — | — |