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Original filing (PDF)20251010101942NAL0007940305001
COMPREHENSIVE LOGISTICS CO., LLC
Form 5500
FILING_RECEIVED
COMPREHENSIVE LOGISTICS CO., LLC EMPLOYEE RETIREMENT PLAN
401(k) retirement plan
Signals · 1
~105 bps in Sched C fees
Active participants
1,794
Accounts w/ balance
1,720
Plan assets (EOY)
$16.3M
Net assets (EOY)
$16.3M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- 105 bps in Schedule C fees — 261% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COMPREHENSIVE LOGISTICS CO., LLC.
Plan sponsor
Name
COMPREHENSIVE LOGISTICS CO., LLC
EIN
34-1821646
Address
PO BOX 247 · VIENNA, OH · 44473
Phone
(330) 530-7600
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
2025-10-10
Pension benefit codes
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)
3B · Covers self-employed individuals
2A · Age/service weighted or new comparability
3F · Sponsor used leased employees
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
GRANT THORNTON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $129K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $41K | — |
Investments
32 direct securities · 1 pooled fund· $16.3M(100% of reported assets)
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.
Uncategorized
$15.5M
32 holdings
Common Collective Trust
$778K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FDM IDX 2035 PRM Mutual Fund | — | — | — | $2.3M | 14.0% | |
| FID FDM IDX 2030 PRM Mutual Fund | — | — | — | $2.2M | 13.3% | |
| FID FDM IDX 2040 PRM Mutual Fund | — | — | — | $2.2M | 13.2% | |
| FID FDM IDX 2025 PRM Mutual Fund | — | — | — | $1.4M | 8.4% | |
| FID FDM IDX 2050 PRM Mutual Fund | — | — | — | $1.2M | 7.3% | |
| FID FDM IDX 2045 PRM Mutual Fund | — | — | — | $1.1M | 6.7% | |
| FID 500 INDEX Mutual Fund | — | — | — | $853K | 5.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $778K | 4.8% | |
| FID FDM IDX 2060 PRM Mutual Fund | — | — | — | $746K | 4.6% | |
| FID FDM IDX 2055 PRM Mutual Fund | — | — | — | $712K | 4.4% | |
| OUTSTANDING LOAN BALANCE 4.25% - 10.50% | — | — | — | $710K | 4.4% | |
| FID FDM IDX 2065 PRM Mutual Fund | — | — | — | $409K | 2.5% | |
| FID FDM IDX 2020 PRM Mutual Fund | — | — | — | $346K | 2.1% | |
| CBA LG CAP GR I Mutual Fund | — | — | — | $276K | 1.7% | |
| FID GLB EX US IDX Mutual Fund | — | — | — | $225K | 1.4% | |
| FID FDM IDX 2015 PRM Mutual Fund | — | — | — | $192K | 1.2% | |
| PUTN LG CAP VAL R6 Mutual Fund | — | — | — | $156K | 1.0% | |
| JHANCOCK BOND R6 Mutual Fund | — | — | — | $112K | 0.7% | |
| FID SM CAP IDX Mutual Fund | — | — | — | $69K | 0.4% | |
| FID US BOND IDX Mutual Fund | — | — | — | $64K | 0.4% | |
| BLKRK MD CP GR EQ K Mutual Fund | — | — | — | $62K | 0.4% | |
| FID MID CAP IDX Mutual Fund | — | — | — | $57K | 0.3% | |
| UM BEHAVIORAL VAL R6 Mutual Fund | — | — | — | $55K | 0.3% | |
| GS EM MKT EQ INS IS Mutual Fund | — | — | — | $51K | 0.3% | |
| AF EUROPAC GROWTH R6 Mutual Fund | — | — | — | $41K | 0.3% | |
| AM CENT MD CP VAL R6 Mutual Fund | — | — | — | $38K | 0.2% | |
| INVS DISCOVERY R6 Mutual Fund | — | — | — | $28K | 0.2% | |
| PIMCO INCOME INST Mutual Fund | — | — | — | $27K | 0.2% | |
| PT P FGN VL SM CAP O Mutual Fund | — | — | — | $9K | <0.1% | |
| FID FDM IDX 2010 PRM Mutual Fund | — | — | — | $9K | <0.1% | |
| FID GOVT MMKT K6 Money Market | — | — | — | $8K | <0.1% | |
| FID FDM IDX 2070 PRM Mutual Fund | — | — | — | $3K | <0.1% | |
| FID FDM IDX INC PRM Mutual Fund | — | — | — | $2K | <0.1% |
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