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Original filing (PDF)20250821163558NAL0007634672001
AIT WORLDWIDE LOGISTICS, INC.
Form 5500
FILING_RECEIVED
AIT WORLDWIDE LOGISTICS, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
1,664
Accounts w/ balance
1,725
Plan assets (EOY)
$117.3M
Net assets (EOY)
$117.3M
How this plan invests
This plan
2 pooled trusts
Schedule D
27 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
- 21 bps in Schedule C fees — 107% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AIT WORLDWIDE LOGISTICS, INC..
Plan sponsor
Name
AIT WORLDWIDE LOGISTICS, INC.
EIN
36-3033973
Address
P.O. BOX 66730 · CHICAGO, IL · 60666
Phone
(630) 766-8300
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
2025-08-21
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $185K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $33K | — |
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $26K | — |
Investments
26 direct securities · 2 pooled funds· $120.3M(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
$115.8M
25 holdings
Common Collective Trust
$4.2M
2 holdings
Mutual Funds
$363K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds 2035 Target Date Retirement Fund - Class R6 | — | — | — | $22.1M | 18.8% | |
| American Funds American Funds 2030 Target Date Retirement Fund - Class R6 | — | — | — | $15.1M | 12.9% | |
| American Funds American Funds 2040 Target Date Retirement Fund - Class R6 | — | — | — | $14.3M | 12.2% | |
| American Funds American Funds 2045 Target Date Retirement Fund - Class R6 | — | — | — | $10.4M | 8.9% | |
| American Funds American Funds 2025 Target Date Retirement Fund - Class R6 | — | — | — | $8.6M | 7.3% | |
| American Funds American Funds 2050 Target Date Retirement Fund - Class R6 | — | — | — | $6.1M | 5.2% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $6.0M | 5.1% | |
| American Funds American Funds 2055 Target Date Retirement Fund - Class R6 | — | — | — | $5.2M | 4.4% | |
| Fidelity Investments Fidelity Contrafund - Class K6 | — | — | — | $4.2M | 3.5% | |
| American Funds American Funds 2060 Target Date Retirement Fund - Class R6 | — | — | — | $3.6M | 3.1% | |
| Participant loans Interest rates from 4.25% to 10.00% - 0 - | — | — | — | $3.4M | 2.9% | |
| Stable Value Collective Trust Federated Investors Trust Company Federated Hermes Capital Preservation Fund - Class R6 | — | — | — | $3.0M | 2.5% | |
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $3.0M | 2.5% | |
| Dodge & Cox Dodge & Cox Income Fund Class X | — | — | — | $2.4M | 2.1% | |
| American Funds American Funds 2020 Target Date Retirement Fund - Class R6 | — | — | — | $2.4M | 2.0% | |
| Fidelity Investments Fidelity International Index Fund | — | — | — | $2.1M | 1.8% | |
| MFS Investment Management MFS Mid Cap Value Fund - Class R6 | — | — | — | $1.3M | 1.1% | |
| JH ENTERPRISE III GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289853 / PN 001 | Common Collective Trust | — | — | $1.2M | 1.0% | |
| Fidelity Investments Fidelity U.S. Bond Index Fund | — | — | — | $1.1M | 0.9% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $987K | 0.8% | |
| T. Rowe Price T. Rowe Price Overseas Stock Fund - Class I | — | — | — | $916K | 0.8% | |
| Hartford Funds The Hartford Equity Income Fund - Class R5 | — | — | — | $819K | 0.7% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $576K | 0.5% | |
| American Funds American Funds 2065 Target Date Retirement Fund - Class R6 | — | — | — | $575K | 0.5% | |
| Fidelity Investments Fidelity Small Cap Growth K6 Fund | — | — | — | $366K | 0.3% | |
| Allspring Special Small Cap Value Fund - Class R6 | Mutual Funds | — | — | $363K | 0.3% | |
| American Funds American Funds 2010 Target Date Retirement Fund - Class R6 | — | — | — | $225K | 0.2% | |
| American Funds American Funds 2015 Target Date Retirement Fund - Class R6 | — | — | — | $147K | 0.1% |