Plan Snapshot
- Plan Sponsor: Total Quality Logistics, LLC
- Sponsor EIN: 205152109
- Sponsor Address: 4289 IVY POINTE BLVD, CINCINNATI, OH, 45245
- Plan Type: 401(k)
- Total Participants: 8,378
- Total Assets: $280.1M
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 | 8,378 | $280.1M | $9.8M | $29.0M |
| 2023 | 8,389 | $225.7M | $9.7M | $27.9M |
| 2022 | 9,241 | $166.5M | $10.7M | $29.4M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | RECORDKEEPER | $558,165 | — | $558,165 |
| WELLS FARGO ADVISORS LLC | INVESTMENT ADVISOR | $32,710 | — | $32,710 |
| MORGAN STANLEY | INVESTMENT ADVISOR | $19,207 | — | $19,207 |
| CLARK SCHAEFER HACKETT & CO | AUDITOR | $14,100 | — | $14,100 |
| BARNES DENNIG | Auditor | $14,100 | — | $14,100 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY — INVESTMENT ADVISOR
- BARNES DENNIG — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $638,282
- Estimated Expense Ratio: 0.228% 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 |
|---|---|---|---|---|---|
| 2024 | $434,873 | $51,917 | — | $14,100 | — |
| 2023 | $317,301 | $35,000 | — | $13,000 | — |
| 2022 | $392,664 | $45,750 | $346,020 | — | — |