Plan Snapshot
- Plan Sponsor: Stg Logistics, INC.
- Sponsor EIN: 222607954
- Sponsor Address: 5165 EMERALD PARKWAY, SUITE #300, DUBLIN, OH, 43017
- Plan Type: 401(k)
- Total Participants: 1,360
- Total Assets: $63.9M
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 | 1,360 | $63.9M | $2.8M | $5.7M |
| 2023 | 1,432 | $56.0M | $2.8M | $5.7M |
| 2022 | 1,409 | $40.9M | $1.6M | $3.3M |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | 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 |
|---|---|---|---|---|---|
| 2024 | $297,780 | $84,100 | $213,680 | — | — |
| 2023 | $268,397 | $78,677 | $189,720 | — | — |
| 2022 | $148,586 | $44,588 | $103,998 | — | — |