# Imperative Logistics Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/magnate-holdings-llc-401k-plan

> Imperative Logistics Group LLC's 401(k) plan: 486 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/embree-financial-group) — INVESTMENT ADVISORY

- [FORVIS MAZARS](https://planprovider.pro/provider/forvis-mazars-llp) — 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|—|—|

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