# Whitacre Logistics LLC 401(k) Plan
Source: https://planprovider.pro/companies/whitacre-logistics-llc-401k-plan

> Whitacre Logistics LLC's 401(k) plan: 91 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/royal-alliance-associates-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|—|—|

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