Plan Ledger DOL Form 5500 · updated monthly

Lifescience Logistics, LLC401(k)

LIFESCIENCE LOGISTICS, LLC 401(K) PLAN · DALLAS, TX · plan year 2024

Reported admin expense ratio · 2024
0.36%

Lifescience Logistics, LLC reported $9,975 in plan administrative expenses for 2024: 0.36% of average plan assets, below the peer median. 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 0.30% to 0.36%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Texas (4,507th of 5,688), and 1,897th of 2,677 in transportation & warehousing. active participation has grown from 419 to 482 since 2022.

Plan summary
Net assets, end of year$3,280,243
Participants with balances527
Active participants482
Employer contributions—
Employee contributions$947,228
Employer contribution per active participant—
Average account balance$6,224
Benefits paid to participants$332,719
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$3.3M · 527 accts
2023$2.3M · 455 accts
2022$1.5M · 463 accts
Administrative expenses, itemized · 2024
Trustee / custodial$9,975
Total administrative$9,975
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 · 20242
BOK FINANCIAL ASSET MANAGEMENT, INC · Recordkeeping · Consulting$9,975
CHARLES SCHWAB TRUST BANK · Custodial (securities) · Trustee$5

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

Recordkeeper by year3
2025BOKF, NA
2024BOK FINANCIAL ASSET MANAGEMENT, INC
2023BOK FINANCIAL ASSET MANAGEMENT, INC

This plan has changed recordkeepers within these filings. If you left Lifescience Logistics, LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025Not separately reported
2024$9,975 · 0.36%
2023$15,944 · 0.83%
2022$4,203 · 0.30%
Same employer
Similar plansTransportation & Warehousing · Texas
Cletex Trucking, Inc. TX$3.7M · 0.05%
Fetch Package Inc. TX$3.5M · 1.71%
Interconnect Wiring, LLP TX$2.8M · 1.56%
White Line Systems, LLC TX$2.7M · 1.76%

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Source: U.S. Department of Labor, Form 5500 series, EIN 204870652 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.