Plan Ledger DOL Form 5500 · updated monthly

Polo Logistics, LLC401(k)

OUTDOOR NETWORK 401(K) PLAN · OAKLAND PARK, FL · plan year 2025

Reported admin expense ratio · 2025
1.19%

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

Polo Logistics, LLC reported $56,388 in plan administrative expenses for 2025: 1.19% of average plan assets, higher than ~75% of peers. Employer contributions averaged $1,536 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 3 years on file its reported administrative ratio fell from 1.58% to 1.19%. The plan sits in the $1M–$10M size bracket, benchmarked here against 809 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Florida (2,406th of 3,644), and 9,628th of 11,654 in professional & technical services. In 2025, employees put in $1.91 for every $1.00 the employer contributed; active participation has grown from 253 to 288 since 2022.

Plan summary
Net assets, end of year$5,446,454
Participants with balances135
Active participants288
Employer contributions$442,269
Employee contributions$846,143
Employer contribution per active participant$1,536
Average account balance$40,344
Benefits paid to participants$592,731
Plan auditUnmodified (clean) audit opinion
AuditorPRIDA, GUIDA & PEREZ, P.A.
Plan history4
Yearassets · accounts · employer contribution
2025$5.4M · 135 accts · $442K emplr
2024$4.0M · 145 accts · $383K emplr
2023$3.0M · 142 accts · $347K emplr
2022$1.8M · 116 accts · $308K emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$56,388
Total administrative$56,388
The Polo Logistics, LLC 401(k) match · 2025
Employer contribution per active participant$1,536
Median for plans this size$1,464
2025$1,536 per active participant
2024$1,393 per active participant
2023$1,229 per active participant
2022$1,216 per active participant

Polo Logistics, LLC's 2025 employer contribution ran above the $1,464 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 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20253
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$30,359
MERRILL LYNCH PIERCE FENNER & SMITH · Pension consulting · Investment advisory (plan)$17,991
DEFINITI, LLC · Contract administrator · Other services$8,038

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

Administrative cost history4
2025$56,388 · 1.19%
2024$54,082 · 1.55%
2023$37,484 · 1.58%
2022$23,733 · 1.58%
Similar plansProfessional & Technical Services · Florida
Goldstein Law Group, P.A. FL$5.7M · 0.58%
Calhoun International LLC FL$5.6M · 0.68%
Algenol U.S. Inc FL$5.5M · 0.33%
Cdn Golf Management Inc. FL$5.3M · 0.83%

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Source: U.S. Department of Labor, Form 5500 series, EIN 464886959 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.