Original filing (PDF)20250828111600NAL0020406514001

CARROLL FULMER LOGISTICS CORPORATION

Name: CARROLL FULMER LOGISTICS CORPORATION — CARROLL FULMER LOGISTICS CORPORATION 401(K) PLAN, Form 5500 (2024)
Creator: CARROLL FULMER LOGISTICS CORPORATION

Form 5500

FILING_RECEIVED

CARROLL FULMER LOGISTICS CORPORATION 401(K) PLAN

401(k) retirement plan

Signals · 4

Late participant contributions36% in single holding97% employer stock~80 bps in Sched C fees

Active participants

206

Accounts w/ balance

166

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

How this plan invests

This plan

29 pooled trusts

Schedule D

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade C

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARROLL FULMER LOGISTICS CORPORATION.

Plan sponsor

Name

CARROLL FULMER LOGISTICS CORPORATION

EIN

01-0664729

Address

8340 AMERICAN WAY · GROVELAND, FL · 34736

Phone

(352) 429-5000

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-28

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

PRIDA, GUIDA & PEREZ, P.A.

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA LIFE INSURANCE COMPANY	39-0989781	—	RECORDKEEPER	$31K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
RAYMOND JAMES AND ASSOCIATES INC	59-1237041	—	INVESTMENT ADVISORY PLAN	$25K	—

Investments

2 direct securities · 29 pooled funds· $7.2M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Pooled Separate Account

$6.7M

29 holdings

Other securities

$215K

1 holding

Common Stock

$215K

1 holding

					% of plan
MYWAYRETMENT INDEX RETMENT RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 067	Pooled Separate Account	—	—	$2.6M	37.1%
MYWAYRETMENT IDX AGG 2025 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 058	Pooled Separate Account	—	—	$901K	13.0%
MYWAYRETMENT IDX AGG 2035 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 059	Pooled Separate Account	—	—	$838K	12.0%
MYWAYRETMENT IDX MOD 2035 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 069	Pooled Separate Account	—	—	$689K	9.9%
MYWAYRETMENT IDX CONSV 2055 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 066	Pooled Separate Account	—	—	$622K	8.9%
MYWAYRETMENT IDX MOD 2045 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 070	Pooled Separate Account	—	—	$549K	7.9%
Insurance Company/General Account	Other securities	—	—	$215K	3.1%
Transamerica Life Ins Co Transamerica Stbl Val Core Op	Common Stock	—	—	$215K	3.1%
MYWAYRETMENT IDX MOD 2055 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 071	Pooled Separate Account	—	—	$177K	2.5%
MYWAYRETMENT IDX AGG 2055 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 061	Pooled Separate Account	—	—	$138K	2.0%
BLACKROCK RUSSELL 2000 IDX RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 055	Pooled Separate Account	—	—	$40K	0.6%
MYWAYRETIREMENT MID CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 366	Pooled Separate Account	—	—	$38K	0.5%
MYWAYRETIREMENT GLBL BD RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 379	Pooled Separate Account	—	—	$28K	0.4%
MYWAYRETIREMENT LG CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 367	Pooled Separate Account	—	—	$26K	0.4%
BLACKROCK EQ INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 997	Pooled Separate Account	—	—	$23K	0.3%
MYWAYRETMENT EMRG MKTS RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 383	Pooled Separate Account	—	—	$20K	0.3%
MYWAYRETIREMENT INDEX 2065 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 371	Pooled Separate Account	—	—	$17K	0.2%
MYWAYRETIREMENT LG CAP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 381	Pooled Separate Account	—	—	$12K	0.2%
MYWAYRETIREMENT MID CAP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 382	Pooled Separate Account	—	—	$7K	0.1%
BLACKROCK EAFE EQ INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 054	Pooled Separate Account	—	—	$6K	<0.1%
BLACKROCK MID CAP EQ INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 377	Pooled Separate Account	—	—	$4K	<0.1%
MYWAYRETMENT SMALL CAP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 372	Pooled Separate Account	—	—	$4K	<0.1%
MYWAYRETMENT SMALL CAP GR RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 373	Pooled Separate Account	—	—	$4K	<0.1%
BLACKROCK U.S. TIPS INDEX RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 357	Pooled Separate Account	—	—	$4K	<0.1%
MYWAYRETIREMENT COMMODITIES RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 378	Pooled Separate Account	—	—	$4K	<0.1%
MYWAYRETIREMENT BALANCED RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 376	Pooled Separate Account	—	—	$3K	<0.1%
MYWAYRETMENT MULTISECTOR BD RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 365	Pooled Separate Account	—	—	$3K	<0.1%
MYWAYRETIREMENT INTL GR RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 374	Pooled Separate Account	—	—	$2K	<0.1%
MYWAYRETIREMENT INTL VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 241	Pooled Separate Account	—	—	$2K	<0.1%
MYWAYRETIREMENT REAL ESTATE RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 380	Pooled Separate Account	—	—	$1K	<0.1%
MYWAYRETMENT IDX MOD 2025 RET OPT TRANSAMERICA LIFE INS CO · EIN 82-5217478 / PN 068	Pooled Separate Account	—	—	$0	<0.1%