Logistic Specialties 401(k) match, vesting and fees
What Logistic Specialties' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | ADP, Inc. | Schedule C ↗ |
| Independent auditor | Citrin Cooperman & Company LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 713 defined-contribution plans in transportation and warehousing with 100 to 499 participants.
| Logistic Specialties: employer contribution per participant | $1,745 | |
| Peer median | $813 |
| Logistic Specialties: average balance | $53,448 | |
| Peer median | $22,335 |
| Logistic Specialties: admin expenses ÷ assets | 0.47% | |
| Peer median | 0.62% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $5.3M at the end of plan year 2021 to $8.2M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 169 | $8.2M | $269K | $1,745 | 0.47% | Not published | Form 5500 ↗ |
| 2024 | 157 | $6.5M | $247K | $1,762 | 0.45% | Not published | Form 5500 ↗ |
| 2023 | 143 | $5.6M | $209K | $1,580 | 0.45% | Not published | 5500-SF ↗ |
| 2022 | 125 | $4.8M | $200K | $1,709 | 0.46% | Not published | 5500-SF ↗ |
| 2021 | 112 | $5.3M | $186K | $1,791 | 0.46% | Not published | 5500-SF ↗ |
Common questions
Does Logistic Specialties match 401(k) contributions?
The match terms for the Logistic Specialties, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $269K in employer contributions, about $1,745 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Logistic Specialties 401(k) match vested?
The vesting schedule for the Logistic Specialties, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Logistic Specialties 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is ADP, Inc.. The plan administrator is Logistic Specialties, Inc..
I left Logistic Specialties. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Logistic Specialties, Inc., (801) 525-5365) or the recordkeeper, ADP, Inc.. The Logistic Specialties old 401(k) page lists the contacts from every plan filing. Find an old Logistic Specialties 401(k)
Data from the public Form 5500 annual reports Logistic Specialties filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Logistic Specialties. Not financial advice. Report a correction · Methodology