Plan Snapshot
- Plan Sponsor: Northern Logistics, INC.
- Sponsor EIN: 383083771
- Sponsor Address: 4900 E COLONVILLE RD, CLARE, MI, 48617
- Plan Type: 401(k)
- Total Participants: 321
- Total Assets: $4.8M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 321 | $4.8M | $217,543 | $490,977 |
| 2023 | 335 | $4.1M | $219,652 | $465,078 |
| 2022 | 355 | $3.0M | $203,721 | $427,832 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | RECORDKEEPER | $25,141 | — | $25,141 |
| ROBERT W BAIRD & CO INCORPORATED | BROKER/ADVISER | — | $18,098 | $18,098 |
| WEINLANDER FITZHUGH | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WEINLANDER FITZHUGH — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,239
- Estimated Expense Ratio: 0.900% 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 | $30,955 | $2,322 | — | — | — |
| 2023 | $27,202 | $2,120 | — | — | — |
| 2022 | $25,502 | — | $25,502 | — | — |