Plan Snapshot
- Plan Sponsor: Terra Worldwide Logistics LLC
- Sponsor EIN: 823255673
- Sponsor Address: 1400 HEMBREE ROAD, SUITE 120, ROSWELL, GA, 33076
- Plan Type: 401(k)
- Total Participants: 337
- Total Assets: $6.9M
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 | 337 | $6.9M | $762,999 | $1.1M |
| 2023 | 361 | $4.5M | $711,512 | $1.0M |
| 2022 | 343 | $2.4M | $507,672 | $780,013 |
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 |
|---|---|---|---|---|
| WARREN AVERETT, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WARREN AVERETT, LLC — Auditor
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 | $14,810 | — | — | — | — |
| 2023 | $11,069 | — | — | — | — |
| 2022 | $9,922 | — | $9,922 | — | — |