# Ps Logistics, LLC 401(k) Plan
Source: https://planprovider.pro/companies/ps-logistics-llc-401k-plan

> Ps Logistics, LLC's 401(k) plan: 3,574 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/morgan-stanley) — INVESTMENT ADVISOR

- [WARREN AVERETT, LLC](https://planprovider.pro/provider/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|—|—|

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