Plan Snapshot
- Plan Sponsor: Vanguard Logistics Services (Usa), INC.
- Sponsor EIN: 953277084
- Sponsor Address: 6261 KATELLA AVE, CYPRESS, CA, 90630
- Plan Type: DC
- Total Participants: 397
- Total Assets: $53.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 397 | $53.4M | $287,470 | $1.9M |
| 2023 | 437 | $50.3M | $309,163 | $2.1M |
| 2022 | 491 | $43.6M | $317,407 | $2.0M |
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 |
|---|---|---|---|---|
| T ROWE PRICE RPS INC | NONE | $56,984 | — | $56,984 |
| GLOBAL RETIREMENT PARTNERS, LLC | NONE | $50,000 | — | $50,000 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GLOBAL RETIREMENT PARTNERS, LLC — NONE
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $106,984
- Estimated Expense Ratio: 0.200% 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 | $106,984 | — | — | — | — |
| 2023 | $108,731 | — | — | — | — |
| 2022 | $108,645 | — | — | — | $50,000 |