# Updike Distribution Logistics, LLC 401(k) Plan
Source: https://planprovider.pro/companies/updike-distribution-logistics-llc-401k-plan

> Updike Distribution Logistics, LLC's 401(k) plan: 182 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Updike Distribution Logistics, LLC

- **Sponsor EIN:** 262955885

- **Sponsor Address:** 435 SOUTH 59TH AVENUE SUITE 100, PHOENIX, AZ, 85043

- **Plan Type:** 401(k)

- **Total Participants:** 182

- **Total Assets:** $4.9M

## 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|182|$4.9M|$41,252|$592,587|

| 2023|437|$4.8M|$146,372|$757,060|

| 2022|309|$3.5M|$162,902|$855,636|

## 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|

| TULL FORESBERG, & OLSON, PLC|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|$48,631|$12,049|—|—|—|

| 2023|$38,041|$9,086|—|—|—|

| 2022|$27,520|$7,264|$20,256|—|—|

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