Plan Snapshot
- Plan Sponsor: Nots Logistics, L.L.C.
- Sponsor EIN: 371387227
- Sponsor Address: 17848 MOCKINGBIRD RD., NASHVILLE, IL, 62263
- Plan Type: 401(k)
- Total Participants: 515
- Total Assets: $6.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 515 | $6.2M | $497,621 | $684,667 |
| 2023 | 464 | $5.0M | $468,810 | $637,672 |
| 2022 | 419 | $4.1M | $250,779 | $624,746 |
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 |
|---|---|---|---|---|
| KREHBIEL & ASSOCIATES, LLC | Auditor | $12,600 | — | $12,600 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,600
- Estimated Expense Ratio: 0.203% 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 | $101,065 | $17,021 | $55,818 | $12,600 | — |
| 2023 | $67,346 | — | — | — | — |
| 2022 | $80,804 | — | — | — | — |