# Saddle Creek Corporation Dba Saddle Creek Logistics 401(k) Plan
Source: https://planprovider.pro/companies/saddle-creek-corporation-dba-saddle-creek-logistics-401k-plan

> Saddle Creek Corporation Dba Saddle Creek Logistics's 401(k) plan: 4,568 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Saddle Creek Corporation Dba Saddle Creek Logistics

- **Sponsor EIN:** 591166474

- **Sponsor Address:** 3010 SADDLE CREEK ROAD, LAKELAND, FL, 33801

- **Plan Type:** 401(k)

- **Total Participants:** 4,568

- **Total Assets:** $155.5M

## 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|4,568|$155.5M|$6.6M|$15.1M|

| 2023|4,612|$133.3M|$13.0M|$14.2M|

| 2022|4,318|$100.9M|$4.8M|$12.4M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY O|RECORDKEEPER|$465,674|—|$465,674|

| PNC BANK NA|INVESTMENT ADVISOR|$56,250|—|$56,250|

| ONEDIGITAL INVESTMENT ADVISORS LLC|OTHER|$12,500|—|$12,500|

| LPL FINANCIAL|OTHER|$12,364|—|$12,364|

| REHMANN ROBSON LLC.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ONEDIGITAL INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/onedigital-investment-advisors-llc) — OTHER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $546,788

- **Estimated Expense Ratio:** 0.352% 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|$548,004|$56,566|—|—|—|

| 2023|$552,930|$50,000|—|—|—|

| 2022|$438,436|$100,000|$338,436|—|—|

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