Plan Snapshot
- Plan Sponsor: Logistics Systems, INC.
- Sponsor EIN: 300226150
- Sponsor Address: 2000 DUKE STREET, SUITE 300, ALEXANDRIA, VA, 22314
- Plan Type: 401(k)
- Total Participants: 191
- Total Assets: $5.5M
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 | 191 | $5.5M | $230,376 | $680,425 |
| 2023 | 115 | $4.8M | $166,587 | $434,698 |
| 2022 | 108 | $3.6M | $80,132 | $266,454 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $18,309 | — | $18,309 |
| AMERITAS ADVISORY SERVICES LLC | ADVISOR | $11,854 | — | $11,854 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $7,989 | — | $7,989 |
| CARON & BLETZER PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- AMERITAS ADVISORY SERVICES LLC — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- CARON & BLETZER PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $38,152
- Estimated Expense Ratio: 0.696% 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 |
|---|---|---|---|---|---|
| 2024 | $38,151 | $19,843 | — | — | — |
| 2023 | $24,106 | $16,653 | — | — | — |
| 2022 | $28,449 | $3,946 | — | — | — |