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Original filing (PDF)20250917134745NAL0000409905001
ITS TECHNOLOGIES & LOGISTICS, LLC
Form 5500
FILING_RECEIVED
ITS TECHNOLOGIES & LOGISTICS, LLC 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,213
Accounts w/ balance
1,461
Plan assets (EOY)
$58.6M
Net assets (EOY)
$58.6M
How this plan invests
This plan
2 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
80
Participation health
80
Knocking points off
- 43 bps in Schedule C fees — 171% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
- 66% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ITS TECHNOLOGIES & LOGISTICS, LLC.
Plan sponsor
Name
ITS TECHNOLOGIES & LOGISTICS, LLC
EIN
36-4427852
Address
999 OAKMONT PLAZA DRIVE · SUITE 340 · WESTMONT, IL · 60559
Phone
(708) 225-2400
Industry
Transportation & Warehousingsee all
Plan administrator
Name
ITS TECHNOLOGIES & LOGISTICS, LLC RETIREMENT PLAN FIDUCIARY COMMI
EIN
36-4427852
City
WESTMONT, IL
Phone
(708) 225-2400
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-17
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
CROWE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA ADVISORY SERVICES | 74-2794194 | — | INVESTMENT ADVISORY | $33K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $206K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | — | ACCOUNTANT | $15K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT L | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
23 direct securities · 2 pooled funds· $61.6M(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
$58.3M
22 holdings
Common Collective Trust
$2.9M
1 holding
Pooled Separate Account
$286K
1 holding
Mutual Funds
$141K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab Funds Schwab Target 2030 Index | — | — | — | $8.4M | 14.3% | |
| Schwab Funds Schwab Target 2025 Index | — | — | — | $6.9M | 11.7% | |
| Schwab Funds Schwab Target 2045 Index | — | — | — | $6.3M | 10.8% | |
| Schwab Funds Schwab Target 2040 Index | — | — | — | $6.2M | 10.6% | |
| Schwab Funds Schwab Target 2035 Index | — | — | — | $5.9M | 10.1% | |
| Fidelity Investments Fidelity Large Cap Growth Index | — | — | — | $3.1M | 5.3% | |
| Collective Trust Funds Putnam Fiduciary Trust Co. Putnam Stable Value Fund | — | — | — | $3.1M | 5.2% | |
| Schwab Funds Schwab Target 2050 Index | — | — | — | $3.0M | 5.2% | |
| PUTNAM STABLE VALUE FUND (25) PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.9M | 5.0% | |
| Schwab Funds Schwab Target 2055 Index | — | — | — | $2.6M | 4.5% | |
| Notes Receivable from Participants * Notes receivable from participants Interest rates from 4.25% to 10.50% | — | — | — | $2.5M | 4.3% | |
| Schwab Funds Schwab Target 2020 Index | — | — | — | $2.3M | 4.0% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $2.0M | 3.4% | |
| Schwab Funds Schwab Target 2060 Index | — | — | — | $1.3M | 2.2% | |
| Schwab Funds Schwab Target 2015 Index | — | — | — | $1.1M | 1.9% | |
| Schwab Funds Schwab Target 2065 Index | — | — | — | $790K | 1.3% | |
| Fidelity Investments Fidelity Global ex US Index | — | — | — | $785K | 1.3% | |
| Vanguard Mid-Cap Growth Index Fund | — | — | — | $623K | 1.1% | |
| Fidelity Investments Fidelity Mid Cap Value Index | — | — | — | $364K | 0.6% | |
| Fidelity Investments Fidelity Small Cap Value Index | — | — | — | $322K | 0.6% | |
| Schwab Funds Schwab Target 2010 Index | — | — | — | $307K | 0.5% | |
| Fidelity Investments Fidelity US Bond Index | — | — | — | $290K | 0.5% | |
| PRIN EQUITY INCOME SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 120 | Pooled Separate Account | — | — | $286K | 0.5% | |
| American Funds American Funds Inflation Linked Bond R6 | Mutual Funds | — | — | $141K | 0.2% | |
| Vanguard Small-Cap Growth Index Fund | — | — | — | $117K | 0.2% |
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