Plan Snapshot
- Plan Sponsor: Whitacre Logistics LLC
- Sponsor EIN: 264192485
- Sponsor Address: 12602 S DIXIE HWY., PORTAGE, OH, 43451
- Plan Type: 401(k)
- Total Participants: 91
- Total Assets: $4.0M
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 | 91 | $4.0M | $58,758 | $539,541 |
| 2023 | 105 | $3.6M | $74,181 | $624,868 |
| 2022 | 133 | $2.8M | $79,973 | $615,715 |
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 |
|---|---|---|---|---|
| OSAIC WEALTH, INC. | BROKER/DEALER | — | $17,437 | $17,437 |
| PLANTE MORAN | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- OSAIC WEALTH, INC. — BROKER/DEALER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,437
- Estimated Expense Ratio: 0.433% 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 | $33,704 | — | $33,704 | — | — |
| 2023 | $16,414 | — | $16,414 | — | — |
| 2022 | $10,132 | — | $10,132 | — | — |