Plan Snapshot
- Plan Sponsor: Logistics Plus, INC.
- Sponsor EIN: 161570188
- Sponsor Address: 1406 PEACH STREET, ERIE, PA, 16501
- Plan Type: 401(k)
- Total Participants: 491
- Total Assets: $19.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 491 | $19.3M | $1.3M | $2.5M |
| 2023 | 436 | $14.3M | $1.1M | $2.0M |
| 2022 | 441 | $9.9M | $891,836 | $1.7M |
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 |
|---|---|---|---|---|
| CHIAMPOU TRAVISBESAW & KERSHNER | 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 | $124,538 | — | $124,538 | — | — |
| 2023 | $101,602 | $36,048 | $53,219 | — | — |
| 2022 | $93,608 | $27,567 | $57,831 | — | — |