Plan Snapshot
- Plan Sponsor: The Rk Logistics Group, INC.
- Sponsor EIN: 412135907
- Sponsor Address: 47020 KATO RD, FREMONT, CA, 94538
- Plan Type: 401(k)
- Total Participants: 268
- Total Assets: $6.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 268 | $6.7M | $337,084 | $1.0M |
| 2023 | 385 | $5.6M | $730,899 | $975,990 |
| 2022 | 304 | $4.0M | $605,216 | $842,011 |
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 |
|---|---|---|---|---|
| CRAWFORD PIMENTEL | 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 | $50,137 | $33,312 | — | — | — |
| 2023 | $56,707 | $25,858 | — | — | — |
| 2022 | $53,096 | $22,604 | $30,492 | — | — |