# Sutherland Global Logistics, LLC 401(k) Plan
Source: https://planprovider.pro/companies/sutherland-global-logistics-llc-203887480-502

> Sutherland Global Logistics, LLC's 401(k) plan: 94 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Sutherland Global Logistics, LLC

- **Sponsor EIN:** 203887480

- **Sponsor Address:** 100 WALKER DRIVE, STATE COLLEGE, PA, 16801

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

- **Plan Number:** 502

- **Total Participants:** 94

- **Total Assets:** $88,945

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|94|$88,945|$0|$0|

| 2024|86|$477,581|$923,751|$270,204|

| 2023|93|$366,744|$905,526|$277,109|

| 2022|93|$274,699|$108,503|$50,870|

## 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|

| THE BENECON GROUP|Investment Advisor|$77,657|—|$77,657|

| APERTURE CONSULTING - RICHARD WILBE|Investment Advisor|$26,856|—|$26,856|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $104,513

- **Estimated Expense Ratio:** 117.503% 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|

| 2025|$1,647,044|—|—|—|—|

| 2024|$1,009,617|—|—|—|—|

| 2023|$1,104,339|—|—|—|—|

| 2022|$136,172|—|—|—|—|

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