Plan Snapshot
- Plan Sponsor: The Logistics Company, INC.
- Sponsor EIN: 561974245
- Sponsor Address: 3400 WALSH PARKWAY, FAYETTEVILLE, NC, 28311
- Plan Type: 401(k)
- Total Participants: 385
- Total Assets: $11.1M
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 | 385 | $11.1M | $1.2M | $328,919 |
| 2023 | 393 | $10.7M | $1.3M | $446,950 |
| 2022 | 567 | $12.6M | $1.9M | $905,375 |
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 |
|---|---|---|---|---|
| BERNARD ROBINSON & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BERNARD ROBINSON & COMPANY — 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 | $98,125 | $42,551 | — | — | — |
| 2023 | $105,664 | $42,746 | — | — | — |
| 2022 | $123,946 | — | $123,946 | — | — |