How big is Capital Logistics, LLC's plan?

Capital Logistics, LLC's plan reported $5.0M in assets and 70 participants for 2024.

Original filing (PDF)20250718093419NAL0000728387001

Capital Logistics, LLC

Name: Capital Logistics, LLC — Capital Logistics 401(k), Form 5500 (2024)
Creator: Capital Logistics, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Capital Logistics 401(k) Profit Sharing Plan

401(k) retirement plan · Capital Logistics, LLC's Capital Logistics 401(k) Profit Sharing Plan held $5.0M in plan assets for 70 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

People on this filing

Jeffrey Gerson signed Capital Logistics, LLC's 2024 Form 5500 as plan administrator.

Jeffrey Gerson — 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

Capital Logistics, LLC's EIN is 27-0917600.

EIN 27-0917600

Plan number 001

Plan year 2024

ACK ID 20250718093419NAL0000728387001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Capital Logistics, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Capital Logistics, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score