How big is US Logistics Solutions, Inc.'s plan?

US Logistics Solutions, Inc.'s plan reported $12.4M in assets and 1,035 participants for 2023.

Original filing (PDF)20241108102936NAL0011446401001

US Logistics Solutions, Inc.

Name: US Logistics Solutions, Inc. — Solutions 401(k) Plan, Form 5500 (2023)
Creator: US Logistics Solutions, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Solutions 401(k) Plan

401(k) retirement plan · US Logistics Solutions, Inc.'s Solutions 401(k) Plan held $12.4M in plan assets for 1,035 participants in 2023, with Empower as recordkeeper.

Signals · 1

Late participant contributions

Active participants

1,035

Accounts w/ balance

761

Plan assets (EOY)

$12.4M

Net assets (EOY)

$12.4M

People on this filing

Andrew Lovrovich signed US Logistics Solutions, Inc.'s 2023 Form 5500 as plan administrator.

Andrew Lovrovich — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

US Logistics Solutions, Inc.'s EIN is 26-0555878.

EIN 26-0555878

Plan number 001

Plan year 2023

ACK ID 20241108102936NAL0011446401001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for US Logistics Solutions, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

US Logistics Solutions, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for US LOGISTICS SOLUTIONS, INC..

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

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

Plan health score

Below-average — multiple flags

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

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 922K (53% of contributions).
Total administrative cost in the bottom quartile of peers (6th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).
Bottom-decile employer contributions per participant (2nd percentile).

Plan sponsor

Name

US LOGISTICS SOLUTIONS, INC.

EIN

all filings

Address

18727 KENSWICK DRIVE · HUMBLE, CO · 77338

Phone

(281) 319-5058

Industry

Transportation & Warehousing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-11-08

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)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE COMPANY O	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$52K	—
EMPOWER ADVISORY GROUP, LLC	—	GREENWOOD VILLAGE, CO	INVESTMENT MGMT	$5K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp

Investments

31 direct securities· $12.4M(100% of reported assets)

Mutual Funds

$9.0M

18 holdings

Other securities

$1.2M

6 holdings

Common Collective Trusts

$1.1M

5 holdings

Common Stocks

$598K

1 holding

Bonds / Notes

$517K

1 holding

					% of plan
Fidelity Freedom Index 2035 Fund - Investor Class	Mutual Funds	—	—	$2.6M	20.7%
Fidelity Freedom Index 2030 Fund - Investor Class	Mutual Funds	—	—	$1.2M	9.7%
Fidelity Freedom Index 2045 Fund - Investor Class	Mutual Funds	—	—	$904K	7.3%
Fidelity Freedom Index 2050 Fund - Investor Class	Mutual Funds	—	—	$799K	6.5%
Fidelity Freedom Index 2040 Fund - Investor Class	Mutual Funds	—	—	$766K	6.2%
Fidelity Freedom Index 2025 Fund - Investor Class	Mutual Funds	—	—	$681K	5.5%
Fidelity Freedom Index 2055 Fund - Investor Class	Mutual Funds	—	—	$669K	5.4%
Fidelity 500 Index Fund	Common Collective Trusts	—	—	$649K	5.2%
Empower Annuity Insurance Company of America Fixed Account - Series Class I	Common Stocks	—	—	$598K	4.8%
Participant Loans 5.25% - 10.50% 0	Bonds / Notes	—	—	$517K	4.2%
PGIM Jennison Growth Fund - Class R6	Other securities	—	—	$510K	4.1%
Fidelity Freedom Index 2060 Fund - Investor Class	Mutual Funds	—	—	$336K	2.7%
Blackrock Mid-Cap Growth Equity Fund - Class K	Other securities	—	—	$319K	2.6%
PIMCO Income Fund - Institutional Class	Mutual Funds	—	—	$225K	1.8%
Fidelity Freedom Index 2020 Fund - Investor Class	Mutual Funds	—	—	$218K	1.8%
Fidelity International Index Fund	Common Collective Trusts	—	—	$181K	1.5%
Fidelity Freedom Index 2015 Fund - Investor Class	Mutual Funds	—	—	$180K	1.5%
JP Morgan Equity Income Fund - Class R6	Other securities	—	—	$169K	1.4%
Fidelity Freedom Index 2065 Fund - Investor Class	Mutual Funds	—	—	$155K	1.3%
Fidelity US Bond Index Fund	Common Collective Trusts	—	—	$135K	1.1%
American Funds EuroPacific Growth Fund - Class R6	Mutual Funds	—	—	$104K	0.8%
Fidelity Mid Cap Index Fund	Common Collective Trusts	—	—	$102K	0.8%
Allspring Special Small Cap Value Fund - Class R6	Other securities	—	—	$69K	0.6%
American Century Emerging Markets Fund - Class R6	Other securities	—	—	$58K	0.5%
Fidelity Advisor Total Bond Fund - Class Z	Mutual Funds	—	—	$55K	0.4%
MFS New Discovery Fund - Class R6	Mutual Funds	—	—	$54K	0.4%
Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$49K	0.4%
MFS International Diversification Fund - Class R6	Mutual Funds	—	—	$39K	0.3%
Blackrock Strategic Global Bond Fund - Class K	Other securities	—	—	$32K	0.3%
MFS Mid Cap Value Fund - Class R6	Mutual Funds	—	—	$23K	0.2%
Fidelity Freedom Index Income Fund - Investor Class	Mutual Funds	—	—	$21K	0.2%