Plan Snapshot
- Plan Sponsor: Imperative Logistics Group LLC
- Sponsor EIN: 474472644
- Sponsor Address: 111 SOUTHWEST 5TH AVENUE, PORTLAND, OR, 97204
- Plan Type: 401(k)
- Total Participants: 486
- Total Assets: $34.9M
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 | 486 | $34.9M | $1.0M | $3.3M |
| 2023 | 506 | $28.9M | $727,089 | $3.0M |
| 2022 | 469 | $23.2M | $336,296 | $2.8M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $138,146 | — | $138,146 |
| EMBREE FINANCIAL GROUP | INVESTMENT ADVISORY | — | $74,265 | $74,265 |
| HUNTER BENEFITS CONSULTING GROUP | CONTRACT ADMINISTRATOR | $12,000 | $15,870 | $27,870 |
| FORVIS MAZARS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EMBREE FINANCIAL GROUP — INVESTMENT ADVISORY
- FORVIS MAZARS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $240,281
- Estimated Expense Ratio: 0.689% 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 | $150,147 | — | $150,147 | — | — |
| 2023 | $157,495 | — | $157,495 | — | — |
| 2022 | $136,508 | — | $136,508 | — | — |