Plan Snapshot
- Plan Sponsor: Port City Logistics, INC.
- Sponsor EIN: 830420209
- Sponsor Address: 5816 HWY 21, PORT WENTWORTH, GA, 31407
- Plan Type: 401(k)
- Total Participants: 209
- 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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 209 | $4.8M | $380,249 | $705,421 |
| 2023 | 241 | $3.7M | $393,943 | $677,536 |
| 2022 | 174 | $2.6M | $311,361 | $473,356 |
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 |
|---|---|---|---|---|
| SYMPHONA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SYMPHONA LLP — 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 | $49,442 | $2,002 | — | — | — |
| 2023 | $21,127 | $264 | — | — | — |
| 2022 | $3,700 | — | $3,700 | — | — |