Plan Snapshot
- Plan Sponsor: Translogistics, INC.
- Sponsor EIN: 232726900
- Sponsor Address: 1 E UWCHLAN AVE, EXTON, PA, 19341
- Plan Type: 401(k)
- Plan Number: 501
- Total Participants: 44
- Total Assets: $1,911
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 44 | $1,911 | $0 | $0 |
| 2024 | 37 | $32,231 | $415,425 | $156,350 |
| 2023 | 40 | $73,580 | $408,616 | $139,252 |
| 2022 | 45 | $15,377 | $270,504 | $157,002 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP, LLC | Investment Advisor | $40,623 | — | $40,623 |
| TOMPKINS INSURANCE | Investment Advisor | $17,511 | — | $17,511 |
| REVIVEHEALTH, INC. | Other Service Provider | $5,967 | — | $5,967 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,101
- Estimated Expense Ratio: 3354.317% 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 |
|---|---|---|---|---|---|
| 2025 | $614,435 | — | — | — | — |
| 2024 | $619,288 | — | — | — | — |
| 2023 | $472,358 | — | — | — | — |
| 2022 | $433,691 | — | — | — | — |