# Mastery Logistics Systems, INC. 401(k) Plan
Source: https://planprovider.pro/companies/mastery-logistics-systems-inc-401k-plan

> Mastery Logistics Systems, INC.'s 401(k) plan: 490 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mastery Logistics Systems, INC.

- **Sponsor EIN:** 831185597

- **Sponsor Address:** 272 E. DEERPATH RD., LAKE FOREST, IL, 60045

- **Plan Type:** 401(k)

- **Total Participants:** 490

- **Total Assets:** $36.5M

## 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|490|$36.5M|$2.5M|$5.6M|

| 2023|534|$24.5M|$2.5M|$5.4M|

| 2022|547|$12.8M|$2.0M|$4.2M|

## 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|

| KESTRA ADVISORY SERVICES|INVESTMENT ADVISOR|$117,616|—|$117,616|

| TRANSAMERICA FINANCIAL LIFE INS CO|RECORD KEEPER|$68,330|—|$68,330|

| HALLOWELL 401(K) ASSURANCE, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [KESTRA ADVISORY SERVICES](https://planprovider.pro/provider/sentinel-group) — INVESTMENT ADVISOR

- [TRANSAMERICA FINANCIAL LIFE INS CO](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [HALLOWELL 401(K) ASSURANCE, LLC](https://planprovider.pro/provider/hallowell-401k-assurance-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $185,946

- **Estimated Expense Ratio:** 0.510% 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|$303,222|$117,616|—|—|—|

| 2023|$114,558|$67,755|—|—|—|

| 2022|$53,852|$26,429|—|—|—|

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mastery-logistics-systems-inc-401k-plan)

© 2026 PlanProvider.Pro