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Original filing (PDF)20251015141523NAL0009666386001
FRONTIER LOGISTICAL SERVICES, LL
Form 5500
FILING_RECEIVED
FRONTIER LOGISTICAL SERVICES, LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
6
Accounts w/ balance
49
Plan assets (EOY)
$3.3M
Net assets (EOY)
$3.3M
How this plan invests
This plan
5 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (22 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FRONTIER LOGISTICAL SERVICES, LL.
Plan sponsor
Name
FRONTIER LOGISTICAL SERVICES, LL
EIN
20-5200852
Address
1830 LINDER INDUSTRIAL DR · NASHVILLE, TN · 37209
Phone
(901) 237-1621
Industry
Wholesale Tradesee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CBIZ CPAS P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $7K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Investments
17 direct securities · 5 pooled funds· $3.3M(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.
Registered Investment Companies
$2.8M
17 holdings
Common Collective Trust
$541K
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $684K | 20.5% | |
| T. ROWE PRICE GRTH STK FD - R | Registered Investment Companies | — | — | $525K | 15.7% | |
| STATE ST AGG STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 386 | Common Collective Trust | — | — | $449K | 13.4% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $329K | 9.8% | |
| VICTORY DIVERSIFIED STOCK FD-A | Registered Investment Companies | — | — | $236K | 7.1% | |
| DWS GLOBAL HIGH INCOME S | Registered Investment Companies | — | — | $167K | 5.0% | |
| MFS TOTAL RETURN FUND - R2 | Registered Investment Companies | — | — | $132K | 4.0% | |
| PIMCO REAL RETURN FUND - A | Registered Investment Companies | — | — | $119K | 3.6% | |
| THORNBURG INTL EQUITY - R4 | Registered Investment Companies | — | — | $118K | 3.5% | |
| PIMCO TOTAL RETURN FUND - A | Registered Investment Companies | — | — | $99K | 3.0% | |
| MFS VALUE FUND - R2 | Registered Investment Companies | — | — | $95K | 2.9% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $95K | 2.8% | |
| VIRTUS NFJ SC VALUE A | Registered Investment Companies | — | — | $79K | 2.4% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $49K | 1.5% | |
| STATE ST CONS STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 384 | Common Collective Trust | — | — | $41K | 1.2% | |
| FRANKLIN MUT GLB DISC - R | Registered Investment Companies | — | — | $25K | 0.8% | |
| T. ROWE PRICE RETIRE BALANCE R | Registered Investment Companies | — | — | $23K | 0.7% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $22K | 0.7% | |
| BLK ADV SMALL CAP GR INV A | Registered Investment Companies | — | — | $20K | 0.6% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $16K | 0.5% | |
| STATE ST MOD STR BAL SLS VII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 385 | Common Collective Trust | — | — | $13K | 0.4% | |
| AMERCENT HERITAGE FUND - A | Registered Investment Companies | — | — | $5K | 0.1% |
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