# Simco Logistics, LLC DC Plan
Source: https://planprovider.pro/companies/simco-logistics-inc-plan

> Simco Logistics, LLC's DC plan: 182 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Simco Logistics, LLC

- **Sponsor EIN:** 232013600

- **Sponsor Address:** 101 COMMERCE DRIVE, MOORESTOWN, NJ, 08057

- **Plan Type:** DC

- **Total Participants:** 182

- **Total Assets:** $12.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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.|

| 2023|182|$12.0M|$346,137|$559,119|

| 2022|166|$10.4M|$335,941|$536,782|

## 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|

| PURSHE KAPLAN STERLING INV|ADVISOR|—|$36,952|$36,952|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$7,550|—|$7,550|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PURSHE KAPLAN STERLING INV](https://planprovider.pro/provider/fortem-financial-group-llc) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $44,502

- **Estimated Expense Ratio:** 0.370% 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|

| 2023|$3,774|—|—|—|—|

| 2022|$8,651|—|—|—|—|

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