Plan Snapshot
- Plan Sponsor: Direct Logistics Holdings, INC.
- Sponsor EIN: 863619750
- Sponsor Address: 6363 N STATE HWY 161 STE 510, IRVING, TX, 75038
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 11
- Total Assets: $291,667
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. |
|---|---|---|---|---|
| 2025 | 11 | $291,667 | $0 | $73,976 |
| 2024 | 82 | $574,084 | $0 | $162,929 |
| 2023 | 99 | $625,494 | $0 | $106,280 |
| 2022 | 82 | $465,515 | $0 | $62,720 |
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 |
|---|---|---|---|---|
| SUTTON FROST CARY, LLP | 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 |
|---|---|---|---|---|---|
| 2025 | $402,916 | — | — | — | — |
| 2024 | $3,115 | $3,115 | — | — | — |
| 2023 | $17,486 | — | — | — | — |
| 2022 | $48,421 | — | — | — | — |