# Megacorp Logistics, LLC 401(k) Plan
Source: https://planprovider.pro/companies/megacorp-logistics-llc-401k-plan

> Megacorp Logistics, LLC's 401(k) plan: 694 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/aspire-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|—|—|—|

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