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Original filing (PDF)20251001104859NAL0031438066001
INTEGRITY EXPRESS LOGISTICS, LLC
Form 5500
FILING_RECEIVED
INTEGRITY EXPRESS 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
25% in single holding
Active participants
755
Accounts w/ balance
951
Plan assets (EOY)
$26.0M
Net assets (EOY)
$26.0M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Fidelity Fidelity Freedom Index 2045 Investor" is 25% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTEGRITY EXPRESS LOGISTICS, LLC.
Plan sponsor
Name
INTEGRITY EXPRESS LOGISTICS, LLC
EIN
20-8583331
Address
4420 COOPER ROAD, SUITE 400 · CINCINNATI, OH · 45242
Phone
(937) 483-4085
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
2025-10-01
Pension benefit codes
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)
2A · Age/service weighted or new comparability
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $47K | — |
| EMPOWER ANNUITY INS CO OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $12K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SPC | 38-2472558 | — | ADVISOR | $4K | — |
| STRATEGIC ADVISORS INC. | 04-2654524 | — | ADVISOR | $20 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE RETIREMENT SYSTEMS | 31-1299207 | CINCINNATI, OH | CONTRACT ADMIN | $16K | — |
Investments
30 direct securities · 1 pooled fund· $25.0M(96% 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
$25.0M
30 holdings
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2045 Investor | — | — | — | $6.3M | 24.4% | |
| Fidelity Freedom Index 2050 Investor | — | — | — | $5.2M | 20.1% | |
| Fidelity Freedom Index 2055 Investor | — | — | — | $4.1M | 15.7% | |
| Fidelity Freedom Index 2060 Investor | — | — | — | $2.4M | 9.2% | |
| Fidelity Freedom Index 2040 Investor | — | — | — | $2.3M | 8.9% | |
| Fidelity Freedom Index 2035 Investor | — | — | — | $941K | 3.6% | |
| to 9.50 percent - | — | — | — | $908K | 3.5% | |
| State Street State Street Equity 50o Index Fund Class K | — | — | — | $672K | 2.6% | |
| Fidelity Freedom Index 2065 Investor | — | — | — | $529K | 2.0% | |
| Fidelity Governement Money Market Fund | — | — | — | $287K | 1.1% | |
| Fidelity Freedom Index 2030 Investor | — | — | — | $177K | 0.7% | |
| Great Gray Trust Large Cap Growth Fund IV Fee Class R1 | — | — | — | $167K | 0.6% | |
| Putnam Large Cap Value R | — | — | — | $148K | 0.6% | |
| Great Gray Trust CIT Mid Cap Growth Fund II CI R1 | — | — | — | $134K | 0.5% | |
| iShares MSCI EAFE International Index Fund Class K | — | — | — | $117K | 0.4% | |
| American Funds American Funds EuroPacific Growth Fund Class R-6 | — | — | — | $115K | 0.4% | |
| Dimensional Fund Advisors DFA U.S. Small Cap Growth Portfolio Investment | — | — | — | $101K | 0.4% | |
| Massachusetts Mutual Life Insurance Company Unallocated investment contract - Fixed account | — | — | — | $83K | 0.3% | |
| iShares Russell Mid Cap Index Fund | — | — | — | $77K | 0.3% | |
| American Funds American Funds Washington Mutual Investors Fund | — | — | — | $50K | 0.2% | |
| Fidelity Small Cap Index Fund | — | — | — | $44K | 0.2% | |
| MFS Mid Cap Value Fund Class R6 | — | — | — | $30K | 0.1% | |
| Allspring Special Small Cap Val FD:R6 | — | — | — | $28K | 0.1% | |
| Fidelity Freedom Index 2025 Investor | — | — | — | $22K | <0.1% | |
| BlackRock Total Return Fund Class K Shares | — | — | — | $14K | <0.1% | |
| Fidelity Freedom Index 2020 Investor | — | — | — | $13K | <0.1% | |
| American Funds American Funds New World Fund Class R-6 | — | — | — | $6K | <0.1% | |
| PIMCO Income Fund Institutional Class * 879 State Street State Street Aggregate Bond Index Fund K | — | — | — | $2K | <0.1% | |
| Dimensional Fund Advisors DFA Global Real Estate Securities Portfolio | — | — | — | $1K | <0.1% | |
| Fidelity Freedom Index 2070 Investor * 357 Fidelity Inflation-protected Bond Index Fund | — | — | — | $1K | <0.1% | |
| SEPARATE ACCOUNT SCAI MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |