Plan Snapshot
- Plan Sponsor: Total Package Logistics
- Sponsor EIN: 842312046
- Sponsor Address: 7372 MONETA ST, LAKE WORTH, FL, 33467
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 98
- Total Assets: $294,424
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 98 | $294,424 | $25,861 | $108,806 |
| 2024 | 103 | $289,981 | $29,775 | $135,072 |
| 2023 | 153 | $214,424 | $48,637 | $157,672 |
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 |
|---|---|---|---|---|
| BT&CO, P.A. | 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 |
|---|---|---|---|---|---|
| 2025 | $155,950 | — | — | — | — |
| 2024 | $1,156 | $1,156 | — | — | — |
| 2023 | $378 | — | — | — | — |