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Original filing (PDF)20250821153854NAL0008344994001
RIM LOGISTICS, LTD
Form 5500
FILING_RECEIVED
RIM LOGISTICS, LTD. 401K PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
258
Accounts w/ balance
349
Plan assets (EOY)
$15.1M
Net assets (EOY)
$15.1M
How this plan invests
This plan
1 pooled trust
Schedule D
47 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 (13 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RIM LOGISTICS, LTD.
Plan sponsor
Name
RIM LOGISTICS, LTD
EIN
36-4163840
Address
1303 JACK COURT · BARTLETT, IL · 60103
Phone
(630) 595-0610
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)
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
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIKICH LLP | 36-3168081 | — | SERVICE PROVIDER | $12K | — |
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | SERVICE PROVIDER | $7K | — |
| SAGEVIEW ADVISORY GROUP, LLC | 33-0818667 | — | SERVICE PROVIDER | $0 | — |
Investments
32 direct securities · 1 pooled fund· $31.0M(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
$16.0M
31 holdings
Pooled Separate Account
$14.6M
1 holding
Pooled Separate Accounts
$350K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT & INSURANCE ANNUITY CO. · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $14.6M | 96.7% | |
| Wlmng Tr MFS Gr CIT S Common Collective Trust | — | — | — | $2.4M | 15.6% | |
| Voya Retirement Insurance and Annuity Company Janus Henderson Balanced Fund - Class N | — | — | — | $2.3M | 15.1% | |
| Voya Retirement Insurance and Annuity Company Vanguard 500 Index Fund - Admiral Class | — | — | — | $991K | 6.6% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution 2045 Portfolio - Class Z | — | — | — | $958K | 6.3% | |
| Vangrd Equity Income Fund Adm Registered Investment Company | — | — | — | $814K | 5.4% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution 2040 Portfolio - Class Z | — | — | — | $738K | 4.9% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution 2050 Portfolio - Class Z | — | — | — | $678K | 4.5% | |
| Voya Retirement Insurance and Annuity Company American Funds EuroPacific Growth Fund - Class R6 | — | — | — | $557K | 3.7% | |
| Vangrd Tot Bd Mkt Ind Fd Adm Registered Investment Company | — | — | — | $509K | 3.4% | |
| Voya Retirement Insurance and Annuity Company Vanguard Total Bond Market Index Fund - Admiral Class | — | — | — | $509K | 3.4% | |
| BlkRck High Yield Port K Registered Investment Company | — | — | — | $449K | 3.0% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution 2060 Portfolio - Class Z | — | — | — | $448K | 3.0% | |
| Voya Mid Cap Opport Port R6 Registered Investment Company | — | — | — | $439K | 2.9% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution 2035 Portfolio - Class Z | — | — | — | $421K | 2.8% | |
| Great Gray Trust Company AB US Small Cap Growth (W Series) - Class S | — | — | — | $402K | 2.7% | |
| party date,rate of interest, collateral, par, or maturity date AB US Sm Cp Grw CIT W Sr S Common Collective Trust | — | — | — | $402K | 2.7% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution 2055 Portfolio - Class Z | — | — | — | $373K | 2.5% | |
| s * Voya Retirement Insurance and Annuity Company American Funds Capital Income Builder - Class R6 | Pooled Separate Accounts | — | — | $350K | 2.3% | |
| Vangrd Info Tech Indx Fd Adm Registered Investment Company | — | — | — | $346K | 2.3% | |
| Voya Retirement Insurance and Annuity Company Vanguard Information Technology Index Fund - Admiral Class | — | — | — | $346K | 2.3% | |
| Allspg Spec MdCp Val CIT E2 Common Collective Trust | — | — | — | $335K | 2.2% | |
| Voya Index Solution 2030 P Z Registered Investment Company | — | — | — | $318K | 2.1% | |
| Fully Benefit-Responsive Investment Contract * Voya Retirement Insurance and Annuity Company Voya Fixed Account (4062) | — | — | — | $258K | 1.7% | |
| Participant loans Interest rates from 3.25% to 8.50% - 0 - | — | — | — | $236K | 1.6% | |
| American Funds Cap Wld G&I R6 Registered Investment Company | — | — | — | $235K | 1.6% | |
| Voya Retirement Insurance and Annuity Company Vanguard Mid-Cap Index Fund - Admiral Class | — | — | — | $206K | 1.4% | |
| Voya Retirement Insurance and Annuity Company DFA US Targeted Value Portfolio - Institutional Class | — | — | — | $201K | 1.3% | |
| Vanguard Real Estate Indx Adm Registered Investment Company | — | — | — | $76K | 0.5% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution 2065 Portfolio - Class Z | — | — | — | $56K | 0.4% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution 2025 Portfolio - Class Z | — | — | — | $33K | 0.2% | |
| Voya Retirement Insurance and Annuity Company Voya Government Money Market Fund Class - A (Hold Acct) | — | — | — | $31K | 0.2% | |
| Voya Retirement Insurance and Annuity Company Voya Index Solution Income Portfolio - Class Z | — | — | — | $11K | <0.1% |
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