How big is Avenue Logistics, LLC's plan?

Avenue Logistics, LLC's plan reported $7.0M in assets and 158 participants for 2024.

Original filing (PDF)20250828091306NAL0005445043001

Avenue Logistics, LLC

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

Form 5500

FILING_RECEIVED

Avenue Logistics, LLC 401(k) Plan

401(k) retirement plan · Avenue Logistics, LLC's Avenue Logistics, LLC 401(k) Plan held $7.0M in plan assets for 158 participants in 2024, with Lincoln Financial as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

158

Accounts w/ balance

158

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

People on this filing

PAT O'CONNOR signed Avenue Logistics, LLC's 2024 Form 5500 as plan administrator.

PAT O'CONNOR — 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

Avenue Logistics, LLC's EIN is 27-2357711.

EIN 27-2357711

Plan number 001

Plan year 2024

ACK ID 20250828091306NAL0005445043001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

21 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

AVENUE LOGISTICS, LLC

EIN

all filings

Address

325 WEST OHIO STREET 3RD FLOOR · CHICAGO, IL · 60654

Phone

(773) 945-3000

Industry

Transportation & Warehousing

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

2025-08-28

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)

2T · Default investment account (QDIA)

2S · Automatic enrollment

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
LINCOLN NATIONAL CORPORATION	35-0472300	—	SERVICE PROVIDER	$22K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH	13-5674085	—	SERVICE PROVIDER	$14K	—

Investments

21 direct securities· $7.0M(100% of reported assets)

Mutual Funds

$2.6M

4 holdings

Other securities

$2.6M

13 holdings

Common Collective Trusts

$1.6M

1 holding

Stable Value

$135K

1 holding

Common Stocks

$131K

1 holding

Bonds / Notes

$38K

1 holding

					% of plan
Fidelity Investments Fidelity 500 Index	Common Collective Trusts	—	—	$1.6M	22.1%
Fidelity Investments Fidelity US Bond Index	Mutual Funds	—	—	$1.0M	14.8%
Fidelity Investments Fidelity Total International Index	Mutual Funds	—	—	$1.0M	14.4%
John Hancock John Hancock Funds Disciplined Value Class R6	Other securities	—	—	$911K	13.0%
Fidelity Investments Fidelity Mid Cap Index	Mutual Funds	—	—	$479K	6.8%
Allspring Global Investments Allspring Special Small Cap Value	Other securities	—	—	$371K	5.3%
Hartford Mutual Funds Hartford Schroders International Stock Class Sdr	Other securities	—	—	$328K	4.7%
Hartford Mutual Funds Hartford Schroders Emerging Markets Equity Class	Other securities	—	—	$268K	3.8%
Macquarie Small Cap Core	Other securities	—	—	$161K	2.3%
Nyli Winslow MainStay Winslow Large Cap Growth Class R6	Other securities	—	—	$153K	2.2%
BlackRock Investments Blackrock High Yield Bond Class K	Other securities	—	—	$146K	2.1%
Lincoln Financial Lincoln Stable Value	Stable Value	—	—	$135K	1.9%
Cohen & Steers Cohen & Steers Global Realty Shares Inc Class Z	Common Stocks	—	—	$131K	1.9%
American Century American Century Inflation Adjusted Bond R6 Class	Other securities	—	—	$106K	1.5%
BlackRock Investments Blackrock Lifepath Index 2045 Class K Shares	Other securities	—	—	$63K	0.9%
Fidelity Investments Fidelity Small Cap Index	Mutual Funds	—	—	$55K	0.8%
BlackRock Investments Blackrock Lifepath Index Retirement Class K Shares ** 532 * Participant loans Interest rates range from 4.25% - 9.50% - 0 -	Bonds / Notes	—	—	$38K	0.5%
Hartford Mutual Funds Hartford Core Equity Class R6	Other securities	—	—	$27K	0.4%
BlackRock Investments Blackrock Lifepath Index 2065 Class K	Other securities	—	—	$21K	0.3%
BlackRock Investments Blackrock Lifepath Index 2050 Class K Shares 132 BlackRock Investments Blackrock Lifepath Index 2055 Class K Shares 132 BlackRock Investments Blackrock Lifepath Index 2060 Class K	Other securities	—	—	$8K	0.1%
ClearBridge Investments Clearbridge Small Cap Growth Class Is	Other securities	—	—	$6K	<0.1%