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Original filing (PDF)20250925131733NAL0003556803001
MD LOGISTICS LLC
Form 5500
FILING_RECEIVED
MD LOGISTICS LLC 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
292
Accounts w/ balance
312
Plan assets (EOY)
$9.0M
Net assets (EOY)
$9.0M
How this plan invests
This plan
1 pooled trust
Schedule D
50 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (10 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MD LOGISTICS LLC.
Plan sponsor
Name
MD LOGISTICS LLC
EIN
35-1975030
Address
1301 PERRY RD STE 101 · PLAINFIELD, IN · 46168
Phone
(317) 707-3278
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
2025-09-25
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)
3F · Sponsor used leased employees
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
KATZ SAPPER & MILLER,LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN UNITED LIFE INSURANCE CO | 35-0145825 | — | NONE | $9K | — |
| ONEDIGITAL INVESTMENT ADVSRS | 43-1451524 | — | NONE | $0 | — |
Investments
32 direct securities · 1 pooled fund· $17.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$8.8M
31 holdings
Pooled Separate Account
$8.3M
1 holding
Pooled Separate Accounts
$229K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT II AMERICAN UNITED LIFE INSURANCE CO · EIN 35-0145825 / PN 000 | Pooled Separate Account | — | — | $8.3M | 92.3% | |
| SEI NUVEEN LIFECYCLE IDX 2035 J MUTUAL FUND SHARES 0 | — | — | — | $1.8M | 19.8% | |
| SEI NUVEEN LIFECYCLE IDX 2050 J MUTUAL FUND SHARES 0 | — | — | — | $965K | 10.7% | |
| SEI NUVEEN LIFECYCLE IDX 2030 J MUTUAL FUND SHARES 0 | — | — | — | $869K | 9.7% | |
| SEI NUVEEN LIFECYCLE IDX 2025 J MUTUAL FUND SHARES 0 | — | — | — | $679K | 7.5% | |
| VANGUARD GROWTH INDEX ADM MUTUAL FUND SHARES 0 | — | — | — | $606K | 6.7% | |
| SEI NUVEEN LIFECYCLE IDX 2045 J MUTUAL FUND SHARES 0 | — | — | — | $453K | 5.0% | |
| SEI NUVEEN LIFECYCLE IDX 2060 J MUTUAL FUND SHARES 0 | — | — | — | $388K | 4.3% | |
| Vanguard 500 Index Fund 115,281 | — | — | — | $321K | 3.6% | |
| PARTICIPANTS LOANS 5% TO 9.5% 0 | — | — | — | $300K | 3.3% | |
| SEI NUVEEN LIFECYCLE IDX 2055 J MUTUAL FUND SHARES 0 | — | — | — | $267K | 3.0% | |
| JPMorgan US Equity R6 173,792 | — | — | — | $265K | 2.9% | |
| AUL Fixed Account | — | — | — | $242K | 2.7% | |
| S HELD AT AMERICAN UNITED LIFE INSURANCE COMPANY (AUL), A ONEAMERICA COMPANY American Century Mid Cap Value Fund R6 137,305 | Pooled Separate Accounts | — | — | $229K | 2.6% | |
| Vanguard Small Cap Index Fund 119,849 | — | — | — | $228K | 2.5% | |
| American Funds American Mutual Fund R6 118,583 | — | — | — | $208K | 2.3% | |
| SEI NUVEEN LIFECYCLE IDX 2040 J MUTUAL FUND SHARES 0 | — | — | — | $181K | 2.0% | |
| JPMorgan Large Cap Growth Fund R6 62,180 | — | — | — | $175K | 1.9% | |
| Invesco Disc Mid Cap R6 87,287 | — | — | — | $158K | 1.8% | |
| Hartford Schroders International Stock Fund SDR 88,886 | — | — | — | $143K | 1.6% | |
| VANGUARD INTL GR ADM MUTUAL FUND SHARES 0 | — | — | — | $135K | 1.5% | |
| Vanguard International Growth Adm 95,155 | — | — | — | $135K | 1.5% | |
| Vanguard Long-Term Investment Grade Fund 69,060 | — | — | — | $68K | 0.8% | |
| SEI NUVEEN LIFECYCLE IDX 2065 J MUTUAL FUND SHARES 0 | — | — | — | $65K | 0.7% | |
| FIDELITY MIDCAP IDX MUTUAL FUND SHARES 0 | — | — | — | $48K | 0.5% | |
| Fidelity Mid Cap Index Fund 28,582 | — | — | — | $48K | 0.5% | |
| TIAA-CREF Lifecycle Index Income Fund R6 24,434 | — | — | — | $35K | 0.4% | |
| NUVEEN LIFECYCLE IDX INC R6 MUTUAL FUND SHARES 0 | — | — | — | $35K | 0.4% | |
| Lord Abbett Bond Debenture Fund R6 20,648 | — | — | — | $23K | 0.3% | |
| American Funds Inflation Linked BD R6 4,855 | — | — | — | $5K | <0.1% | |
| SEI NUVEEN LIFECYCLE IDX 2020 J MUTUAL FUND SHARES 0 | — | — | — | $3K | <0.1% | |
| TIAA-CREF Lifecycle Index 2010 I 26 ** 28 TIAA-CREF Lifecycle Index 2015 I 2,375 | — | — | — | $3K | <0.1% | |
| Neuberger Berman Smcp Grth R6 716 | — | — | — | $1K | <0.1% |
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