# Pegasus Logistics Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/pegasus-logistics-group-inc-401k-plan

> Pegasus Logistics Group, INC.&#39;s 401(k) plan: 331 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Pegasus Logistics Group, INC.

- **Sponsor EIN:** 752550831

- **Sponsor Address:** 306 AIRLINE DRIVE, SUITE 100, COPPELL, TX, 750194648

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

- **Total Participants:** 331

- **Total Assets:** $19.6M

## 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|331|$19.6M|$560,848|$2.0M|

| 2023|408|$17.0M|$573,913|$1.9M|

| 2022|360|$13.0M|$442,518|$1.4M|

## 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|

| STANCORP FINANCIAL GROUP|NONE|$99,791|—|$99,791|

| KESTRA ADVISORY SERVICES, LLC|NONE|$41,945|—|$41,945|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [STANCORP FINANCIAL GROUP](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [KESTRA ADVISORY SERVICES, LLC](https://planprovider.pro/provider/sentinel-group) — NONE

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $141,736

- **Estimated Expense Ratio:** 0.722% 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|$70,479|$41,945|$28,534|—|—|

| 2023|$51,841|—|$51,841|—|—|

| 2022|$40,186|—|$40,186|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/pegasus-logistics-group-inc-401k-plan)

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