Original filing (PDF)20240815125720NAL0007502147001

LINEAGE LOGISTICS HOLDINGS, LLC

Name: LINEAGE LOGISTICS HOLDINGS, LLC — THE PREFERRED GROUP 401(K) RETIREMENT PLAN, Form 5500 (2023)
Creator: LINEAGE LOGISTICS HOLDINGS, LLC

Form 5500

FILING_RECEIVED

THE PREFERRED GROUP 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

How this plan invests

This plan

12 collective trusts

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LINEAGE LOGISTICS HOLDINGS, LLC.

Plan sponsor

Name

LINEAGE LOGISTICS HOLDINGS, LLC

EIN

30-0707700

Address

46500 HUMBODOLT DRIVE · NOVI, MI · 48377

Phone

(800) 678-7271

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-10-31

Filed

2024-08-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

3 rows

Other

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	NONE	$46K	—
SAGEVIEW ADVISORY GROUP, LLC	33-0818667	—	NONE	$29K	—
VANGUARD ADVISERS INC.	23-2811930	—	NONE	$15K	—

Investments

12 pooled funds· $0

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Investment	Type	Current value	% of plan
VFTC RETIREMENT SAVINGS TRUST VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5436422 / PN 022	Common Collective Trust	$0	—
VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001	Common Collective Trust	$0	—