Plan Snapshot
- Plan Sponsor: Megacorp Logistics, LLC
- Sponsor EIN: 264398941
- Sponsor Address: 1011 ASHES DR., WILMINGTON, NC, 28403
- Plan Type: 401(k)
- Total Participants: 694
- Total Assets: $30.0M
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 | 694 | $30.0M | $428,158 | $4.5M |
| 2023 | 615 | $22.8M | $591,525 | $4.1M |
| 2022 | 561 | $15.3M | $498,197 | $3.5M |
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 |
|---|---|---|---|---|
| ROCKEFELLER FINANCIAL | SERVICE PROVIDER | $48,949 | — | $48,949 |
| UBS FINANCIAL SERVICES | SERVICE PROVIDER | $30,672 | — | $30,672 |
| TRINITY PENSION GROUP | TPA | — | $12,296 | $12,296 |
| EARNEY & COMPANY, L.L.P | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UBS FINANCIAL SERVICES — SERVICE PROVIDER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $91,917
- Estimated Expense Ratio: 0.306% 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 | $236,463 | — | $236,463 | — | — |
| 2023 | $174,872 | $174,872 | — | — | — |
| 2022 | $86,550 | $86,550 | — | — | — |