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Original filing (PDF)20251003092052NAL0000754051001
COURIER NETWORK, INC.
Form 5500
FILING_RECEIVED
COURIER NETWORK, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
17% employer stock
Active participants
115
Accounts w/ balance
142
Plan assets (EOY)
$7.6M
Net assets (EOY)
$7.6M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
88
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 17% of plan in employer / sponsor stock.
Helping the score
- Below-peer total fees (36 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COURIER NETWORK, INC..
Plan sponsor
Name
COURIER NETWORK, INC.
EIN
13-3354022
Address
524 WEST 19TH STREET · GROUND FLOOR · NEW YORK, NY · 10011
Phone
(718) 656-7777
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
VERDEJA & ALVAREZ, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $7K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LWN ADVISORY SERVICES LLC | 47-1045931 | — | ADVISOR | $20K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $1K | — |
Investments
28 direct securities · 1 pooled fund· $7.3M(97% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$7.2M
28 holdings
Common Collective Trust
$82K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Registered Investment Companies | — | — | — | $1.4M | 18.7% | |
| Brokeragelink-Common Stock Common Stock | — | — | — | $1.3M | 17.2% | |
| Fidelity Freedom 2060 K6 Registered Investment Companies | — | — | — | $956K | 12.6% | |
| Fidelity Freedom 2035 K6 Registered Investment Companies | — | — | — | $543K | 7.2% | |
| Fidelity Freedom 2055 K6 Registered Investment Companies | — | — | — | $470K | 6.2% | |
| Fidelity Freedom 2050 K6 Registered Investment Companies | — | — | — | $434K | 5.7% | |
| Fidelity Freedom 2065 K6 Registered Investment Companies | — | — | — | $410K | 5.4% | |
| Fidelity Freedom 2045 K6 Registered Investment Companies | — | — | — | $397K | 5.2% | |
| Fidelity Freedom 2040 K6 Registered Investment Companies | — | — | — | $311K | 4.1% | |
| Fidelity Freedom 2025 K6 Registered Investment Companies | — | — | — | $238K | 3.1% | |
| Brokeragelink Money Market | — | — | — | $228K | 3.0% | |
| Fidelity Investments CASH | — | — | $227K | $227K | 3.0% | |
| JOHN HANCOCK STABLE VALUE I6 FIDELITY INVESTMENTS · EIN 04-2647786 / PN 000 | Common Collective Trust | — | — | $82K | 1.1% | |
| Fidelity Investments FID US BOND IDX | — | — | $56K | $56K | 0.7% | |
| Fidelity Investments JPM LG CAP GROWTH R6 | — | — | $33K | $40K | 0.5% | |
| Fidelity Investments AF BALANCED R6 0 Fidelity Investments AC SD INFL PR BD R6 84 Fidelity Investments AS SPL MID CP VAL R6 | — | — | $38K | $36K | 0.5% | |
| Fidelity Investments DFA US TARGET VAL I 0 Fidelity Investments DFA INTL VALUE I | — | — | $26K | $26K | 0.3% | |
| Fidelity Freedom 2030 K6 Registered Investment Companies | — | — | — | $24K | 0.3% | |
| Fidelity Freedom 2020 K6 Registered Investment Companies | — | — | — | $23K | 0.3% | |
| DFA Emerging Markets Value I Registered Investment Companies | — | — | — | $17K | 0.2% | |
| Fidelity Investments PGIM J MID-CAP GR R4 0 Fidelity Investments JPM LARGE CAP VAL R6 0 Fidelity Investments DFA EMERG MKTS VAL I | — | — | $17K | $17K | 0.2% | |
| Fidelity Total Bond K6 Registered Investment Companies | — | — | — | $12K | 0.2% | |
| Fidelity Mid Cap Index Registered Investment Companies | — | — | — | $11K | 0.1% | |
| Fideltiy Small Cap Index Registered Investment Companies | — | — | — | $11K | 0.1% | |
| Fidelity Investments FID SM CAP IDX | — | — | $10K | $11K | 0.1% | |
| Fidelity Small Cap Gr K6 Registered Investment Companies | — | — | — | $10K | 0.1% | |
| Fidelity International Index Registered Investment Companies | — | — | $8K | $8K | 0.1% | |
| American Funds New Perspect R5 Registered Investment Companies | — | — | — | $6K | <0.1% | |
| Fidelity Investments FIDELITY FUND | — | — | $5K | $5K | <0.1% |
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