Form 5500 Search
Back to filter
Original filing (PDF)20251019050411NAL0000114930001

DC LOGISTICS, LLC

Form 5500
FILING_RECEIVED
DC LOGISTICS, LLC 401 (K) PLAN
401(k) retirement plan
Active participants
700
Accounts w/ balance
660
Plan assets (EOY)
$11.6M
Net assets (EOY)
$11.6M
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
  • 52 bps in Schedule C fees — 79% above peer band of 29 bps.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DC LOGISTICS, LLC.
Plan sponsor
Name
DC LOGISTICS, LLC
EIN
26-2581721
Address
4685 PIER ENTERPRISES WAY · JURUPA VALLEY, CA · 91752
Phone
(877) 325-6447
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
2025-10-19
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)
Audit & trust (Schedule H)
Auditor
COULTER & JUSTUS P.C.
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Recordkeeper
2
NameEINLocationRelationDirect compIndirect comp
ADP, INC.13-3036745RECORD KEEPER$54K
ADP BROKER-DEALER22-3319984RECORD KEEPER$0
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
MERRILL LYNCH PIERCE FENNER & SMITH13-5674085INVESTMENT ADVISOR$7K

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

Related plans