Plan Ledger DOL Form 5500 · updated monthly

Blue-Grace Logistics, LLC401(k)

BLUE-GRACE LOGISTICS 401(K) PLAN · RIVERVIEW, FL · plan year 2024

Reported admin expense ratio · 2024
0.83%

Blue-Grace Logistics, LLC reported $107,864 in plan administrative expenses for 2024: 0.83% of average plan assets, higher than ~90% of peers. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.79% to 0.83%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,414th-largest of 3,644 plans among Florida employers on file, and 6,765th of 11,654 in professional & technical services.

Plan summary
Net assets, end of year$14,224,151
Participants with balances455
Active participants498
Employer contributions—
Employee contributions$2,066,947
Employer contribution per active participant—
Average account balance$31,262
Benefits paid to participants$1,073,879
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$14.2M · 455 accts
2023$11.6M · 527 accts · $498K emplr
2022$8.2M · 495 accts · $421K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$71,989
Investment management$35,875
Total administrative$107,864
What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
ADP, INC. · Loan processing · Recordkeeping$71,989
PSI ADVISORS LLC · Recordkeeping · Trustee$35,875
MESIROW FINANCIAL INVESTMENT MANAGE · Loan processingindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP, PSI ADVISORS LLC
2023ADP, PSI ADVISORS LLC

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$107,864 · 0.83%
2023$96,235 · 0.97%
2022$64,474 · 0.79%
Same employer
Similar plansProfessional & Technical Services · Florida
Optimum Healthcare IT, LLC FL$14.5M · 0.74%
Crg Global Inc FL$14.4M · 0.45%
Lap of Love Services LLC FL$14.3M · 0.49%
Pancare of Florida, Inc. FL$14.2M · 0.04%
Arete Advisors, LLC FL$14.2M · 0.06%
Perform (Cb), LLC FL$14.1M · 0.34%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 260673770 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.