How big is Logistics Capital & Strategy, LLC's plan?

Logistics Capital & Strategy, LLC's plan reported $1.5M in assets and 7 participants for 2024.

Original filing (PDF)20251013135155NAL0003125618001

Logistics Capital & Strategy, LLC

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

Form 5500-SF

FILING_RECEIVED

Logistics Capital & Strategy, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Logistics Capital & Strategy, LLC's Logistics Capital & Strategy, LLC 401(k) Profit Sharing Plan held $1.5M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Brian Clancy signed Logistics Capital & Strategy, LLC's 2024 Form 5500 as plan administrator.

Brian Clancy — 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

Logistics Capital & Strategy, LLC's EIN is 27-2853809.

EIN 27-2853809

Plan number 001

Plan year 2024

ACK ID 20251013135155NAL0003125618001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Logistics Capital & Strategy, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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