Plan Snapshot
- Plan Sponsor: Ultra Care Logistics LLC
- Sponsor EIN: 843642251
- Sponsor Address: 11300 N. CENTRAL EXPRESSWAY, SUITE, DALLAS, TX, 75243
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $344,251
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 | 153 | $344,251 | $47,871 | $142,038 |
| 2023 | 168 | $240,715 | $37,477 | $122,135 |
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 |
|---|---|---|---|---|
| SMITH CPA'S & ASSOCIATES | 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 | $23,099 | $1,361 | — | — | — |
| 2023 | — | — | — | — | — |