Plan Snapshot
- Plan Sponsor: Puleri Logistics Solutions LLC
- Sponsor EIN: 852792689
- Sponsor Address: 4782 BOSTON POST RD APT. D2Q, PELHAM, NY, 10803
- Plan Type: 401(k)
- Total Participants: 195
- Total Assets: $296,422
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 | 195 | $296,422 | $74,716 | $160,807 |
| 2023 | 153 | $161,447 | $48,686 | $103,517 |
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 |
|---|---|---|---|---|
| SHARPE PATEL PLLC | Auditor | — | — | $0 |
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 | $1,201 | $1,201 | — | — | — |
| 2023 | $255 | $255 | — | — | — |