Plan Snapshot
- Plan Sponsor: Rim Logistics, Ltd
- Sponsor EIN: 364163840
- Sponsor Address: 1303 JACK COURT, BARTLETT, IL, 60103
- Plan Type: 401(k)
- Total Participants: 258
- Total Assets: $15.1M
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 | 258 | $15.1M | $427,094 | $1.3M |
| 2023 | 267 | $11.8M | $471,362 | $1.2M |
| 2022 | 280 | $8.8M | $328,240 | $1.3M |
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 |
|---|---|---|---|---|
| SAGEVIEW ADVISORY GROUP, LLC | Investment Advisor | — | $31,457 | $31,457 |
| SIKICH LLP | Other Service Provider | $12,000 | — | $12,000 |
| VOYA RETIREMENT INSURANCE & ANNUITY | Other Service Provider | $7,025 | — | $7,025 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SAGEVIEW ADVISORY GROUP, LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $50,482
- Estimated Expense Ratio: 0.334% 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 | $19,025 | — | $5,275 | — | — |
| 2023 | $16,650 | — | $4,500 | — | — |
| 2022 | $12,600 | — | — | — | — |