Plan Snapshot
- Plan Sponsor: Ps Logistics, LLC
- Sponsor EIN: 455124430
- Sponsor Address: 1810 AVENUE C, BIRMINGHAM, AL, 35218
- Plan Type: 401(k)
- Total Participants: 3,574
- Total Assets: $20.7M
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. |
|---|---|---|---|---|
| 2024 | 3,574 | $20.7M | $788,642 | $3.5M |
| 2023 | 3,676 | $15.5M | $395,763 | $2.8M |
| 2022 | 3,407 | $10.2M | $83,408 | $2.1M |
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 |
|---|---|---|---|---|
| VOYA RETIREMENT INS AND ANNUITY | RECORDKEEPER | $67,353 | — | $67,353 |
| MORGAN STANLEY | INVESTMENT ADVISOR | $48,039 | — | $48,039 |
| TRANSITION FINANCE STRATEGIES | TPA | $2,735 | $8,484 | $11,219 |
| WARREN AVERETT, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT ADVISOR
- WARREN AVERETT, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $126,611
- Estimated Expense Ratio: 0.611% 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 | $118,127 | $48,039 | $67,353 | — | — |
| 2023 | $67,572 | $4,633 | $52,403 | — | — |
| 2022 | $30,136 | $22,793 | $7,343 | — | — |