Plan Snapshot
- Plan Sponsor: Supplylogic, LLC Dba Slwm
- Sponsor EIN: 844489591
- Sponsor Address: 1400 UNIVERSAL AVE, KANSAS CITY, MO, 64120
- Plan Type: 401(k)
- Total Participants: 202
- Total Assets: $25.1M
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 | 202 | $25.1M | $451,333 | $1.4M |
| 2023 | 269 | $26.3M | $665,885 | $2.1M |
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 |
|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | Other Service Provider | $50,237 | — | $50,237 |
| NWPS | Recordkeeper | $43,334 | — | $43,334 |
| CHARLES SCHWAB BANK | Recordkeeper | $7,918 | $210 | $8,128 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NWPS — Recordkeeper
- CHARLES SCHWAB BANK — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $101,699
- Estimated Expense Ratio: 0.405% 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 | $101,489 | $50,237 | — | — | — |
| 2023 | $100,103 | $55,964 | — | — | — |