Plan Snapshot
- Plan Sponsor: Md Logistics LLC
- Sponsor EIN: 351975030
- Sponsor Address: 1301 PERRY RD STE 101, PLAINFIELD, IN, 46168
- Plan Type: 401(k)
- Total Participants: 292
- Total Assets: $9.0M
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 | 292 | $9.0M | $513,981 | $641,720 |
| 2023 | 245 | $8.2M | $406,719 | $529,430 |
| 2022 | 230 | $7.2M | $363,944 | $509,809 |
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 |
|---|---|---|---|---|
| KATZ SAPPER & MILLER,LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ SAPPER & MILLER,LLP — Auditor
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 | $5,753 | — | $5,753 | — | — |
| 2023 | $2,543 | — | $2,543 | — | — |
| 2022 | $2,267 | — | $2,267 | — | — |