# Neovia Logistics Distribution, LP 401(k) Plan
Source: https://planprovider.pro/companies/neovia-logistics-distribution-lp-401k-plan

> Neovia Logistics Distribution, LP's 401(k) plan: 2,439 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Neovia Logistics Distribution, LP

- **Sponsor EIN:** 800610333

- **Sponsor Address:** 8840 CYPRESS WATERS, DALLAS, TX, 75019

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

- **Total Participants:** 2,439

- **Total Assets:** $107.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|2,439|$107.1M|$3.6M|$6.7M|

| 2023|2,334|$101.5M|$4.2M|$7.3M|

| 2022|2,570|$89.3M|$4.6M|$7.7M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$192,360|—|$192,360|

| STRATEGIC ADVISORS, INC.|ADVISOR|$30,061|—|$30,061|

| WEAVER AND TIDWELL, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [WEAVER AND TIDWELL, LLP](https://planprovider.pro/provider/weaver-and-tidwell-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $222,421

- **Estimated Expense Ratio:** 0.208% 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|$222,201|$30,061|$600|—|—|

| 2023|$161,523|$27,365|$300|$19,261|—|

| 2022|$146,838|$23,238|—|—|—|

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