Plan Ledger DOL Form 5500 · updated monthly

Logistics Systems, Inc.401(k)

LOGISTICS SYSTEMS, INC. 401(K) PLAN · ALEXANDRIA, VA · plan year 2024

Reported admin expense ratio · 2024
0.74%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Logistics Systems, Inc. reported $38,151 in plan administrative expenses for 2024: 0.74% of average plan assets, above the peer median. Employer contributions averaged $1,206 per active participant. 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 0.66% to 0.74%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Virginia (1,780th of 2,266), and 9,614th of 11,654 in professional & technical services. In 2024, employees put in $2.95 for every $1.00 the employer contributed; active participation has grown from 108 to 191 since 2022.

Plan summary
Net assets, end of year$5,478,851
Participants with balances121
Active participants191
Employer contributions$230,376
Employee contributions$680,425
Employer contribution per active participant$1,206
Average account balance$45,280
Benefits paid to participants$918,087
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.5M · 121 accts · $230K emplr
2023$4.8M · 104 accts · $167K emplr
2022$3.6M · 99 accts · $80K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$18,308
Investment management$19,843
Total administrative$38,151
The Logistics Systems, Inc. 401(k) match · 2024
Employer contribution per active participant$1,206
Median for plans this size$1,313
2024$1,206 per active participant
2023$1,449 per active participant
2022$742 per active participant

Logistics Systems, Inc.'s 2024 employer contribution ran below the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

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
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$18,309
AMERITAS ADVISORY SERVICES LLC · Investment advisory (plan)$11,854
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$7,989

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

Administrative cost history3
2024$38,151 · 0.74%
2023$24,106 · 0.58%
2022$28,449 · 0.66%
Same employer
Similar plansProfessional & Technical Services · Virginia
Fitt Scientific, LLC VA$5.5M · 1.53%
Ces Consulting, LLC VA$5.5M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 300226150 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.