Plan Snapshot
- Plan Sponsor: Polo Logistics, LLC
- Sponsor EIN: 464886959
- Sponsor Address: 531 E COMMERCIAL BLVD., OAKLAND PARK, FL, 33334
- Plan Type: 401(k)
- Total Participants: 275
- Total Assets: $4.0M
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 | 275 | $4.0M | $383,051 | $716,964 |
| 2023 | 282 | $3.0M | $346,695 | $634,413 |
| 2022 | 253 | $1.8M | $307,652 | $581,371 |
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 |
|---|---|---|---|---|
| PRIDA, GUIDA & PEREZ, P.A. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRIDA, GUIDA & PEREZ, P.A. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $54,082 | $13,295 | $40,787 | — | — |
| 2023 | $37,484 | — | $37,484 | — | — |
| 2022 | $23,733 | $3,713 | $20,020 | — | — |