Plan Snapshot
- Plan Sponsor: Rjw Logistics Group, INC.
- Sponsor EIN: 833562221
- Sponsor Address: 11240 KATHERINES CROSSING, WOODRIDGE, IL, 60517
- Plan Type: 401(k)
- Total Participants: 1,521
- Total Assets: $16.6M
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 | 1,521 | $16.6M | $543,548 | $3.8M |
| 2023 | 1,177 | $12.0M | $300,321 | $2.8M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $175,392 | — | $175,392 |
| SAGEVIEW ADVISORY GROUP LLC | INVESTMENT/FINANCIAL ADVI | $32,644 | — | $32,644 |
| SIKICH CPA LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- SAGEVIEW ADVISORY GROUP LLC — INVESTMENT/FINANCIAL ADVI
- SIKICH CPA LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $208,036
- Estimated Expense Ratio: 1.253% 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 | $208,037 | $32,645 | — | — | — |
| 2023 | $152,254 | $21,943 | — | — | — |