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Original filing (PDF)20251010080016NAL0007351585001
MOHAWK GLOBAL LOGISTICS
Form 5500
FILING_RECEIVED
MOHAWK GLOBAL LOGISTICS 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 46.8 mo
Active participants
203
Accounts w/ balance
175
Plan assets (EOY)
$11.0M
Net assets (EOY)
$11.0M
How this plan invests
This plan
12 pooled trusts
Schedule D
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
75
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 46.8 months past the 10.5-month grace window.
Helping the score
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOHAWK GLOBAL LOGISTICS.
Plan sponsor
Name
MOHAWK GLOBAL LOGISTICS
EIN
16-1444116
Address
PO BOX 3065 · SYRACUSE, NY · 13220
Phone
(315) 552-5408
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2020-01-01
Tax period
2020-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
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)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
GROSSMAN ST AMOUR CPAS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $6K | — |
Investments
10 direct securities · 12 pooled funds· $11.0M(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.
Uncategorized
$6.3M
10 holdings
Common Collective Trust
$4.7M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| CORE PLUS BOND R1 Common collective trust ** 895 TRP BLUE CHIP GRTH I Common collective trust | — | — | — | $2.3M | 20.5% | |
| FLEXPATH MOD 2025 R1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2285799 / PN 214 | Common Collective Trust | — | — | $1.4M | 12.4% | |
| BAIRD AGGR BOND INST Mutual Fund | — | — | — | $1.2M | 10.8% | |
| FID 500 INDEX Mutual Fund | — | — | — | $1.1M | 9.9% | |
| FLEXPATH MOD 2035 R1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2478524 / PN 217 | Common Collective Trust | — | — | $1.0M | 9.4% | |
| FLEXPATH MOD 2045 R1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2516187 / PN 220 | Common Collective Trust | — | — | $724K | 6.6% | |
| AF EUROPAC GROWTH R6 Mutual Fund | — | — | — | $568K | 5.1% | |
| FID SMALL CAP GR K6 Mutual Fund | — | — | — | $386K | 3.5% | |
| FLEXPATH AGR 2035 R1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2468898 / PN 216 | Common Collective Trust | — | — | $386K | 3.5% | |
| FLEXPATH MOD RET R1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2248665 / PN 211 | Common Collective Trust | — | — | $355K | 3.2% | |
| JPM EQUITY INCOME R6 Mutual Fund | — | — | — | $345K | 3.1% | |
| FLEXPATH MOD 2055 R1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2563528 / PN 223 | Common Collective Trust | — | — | $336K | 3.0% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $303K | 2.7% | |
| FID INTL INDEX Mutual Fund | — | — | — | $156K | 1.4% | |
| FID SM CAP IDX Mutual Fund | — | — | — | $143K | 1.3% | |
| Participant notes receivable 3.25% ‐ 5.50% through 2025 ‐0‐ | — | — | — | $127K | 1.1% | |
| WT SM CAP VALUE R1 WILMINGTON TRUST, N.A. · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $125K | 1.1% | |
| PIONEER BAL ESG Y Common collective trust | — | — | — | $61K | 0.5% | |
| FLEXPATH AGR 2055 R1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2554270 / PN 222 | Common Collective Trust | — | — | $18K | 0.2% | |
| FLEXPATH AGR 2045 R1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2503540 / PN 219 | Common Collective Trust | — | — | $11K | 0.1% | |
| CORE PLUS BOND R1 WILMINGTON TRUST, N.A. · EIN 38-4116854 / PN 515 | Common Collective Trust | — | — | $895 | <0.1% | |
| FLEXPATH CON 2025 R1 WILMINGTON TRUST FIDUCIARY SERVICES · EIN 47-2458234 / PN 215 | Common Collective Trust | — | — | $100 | <0.1% |