Plan Snapshot
- Plan Sponsor: Omni Logistics, LLC
- Sponsor EIN: 760653725
- Sponsor Address: 921 W BETHEL ROAD, COPPELL, TX, 75019
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 1,597
- Total Assets: $50.7M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2023 | 1,597 | $50.7M | $303,205 | $4.8M |
| 2022 | 1,841 | $36.2M | $168,728 | $3.2M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | Recordkeeper | $151,895 | — | $151,895 |
| LPL FINANCIAL | Investment Advisor | — | $81,448 | $81,448 |
| PINNACLE FINANCIAL SERVICES | Other Service Provider | $33,783 | $156 | $33,939 |
| MESIROW FINANCIAL, INC. | Investment Advisor | $8,493 | — | $8,493 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — Recordkeeper
- LPL FINANCIAL — Investment Advisor
- MESIROW FINANCIAL, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $275,775
- Estimated Expense Ratio: 0.544% 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 |
|---|---|---|---|---|---|
| 2023 | $183,853 | — | $183,853 | — | — |
| 2022 | $138,124 | — | $138,124 | — | — |