How big is Logista Advisors LLC's plan?

Logista Advisors LLC's plan reported $867K in assets and 11 participants for 2024.

Original filing (PDF)20250721080031NAL0002467426001

Logista Advisors LLC

Name: Logista Advisors LLC — Logista Advisors LLC 401(k), Form 5500 (2024)
Creator: Logista Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Logista Advisors LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Logista Advisors LLC's Logista Advisors LLC 401(k) Profit Sharing Plan & Trust held $867K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$867K

Net assets (EOY)

$867K

People on this filing

Edward Rojas signed Logista Advisors LLC's 2024 Form 5500 as plan administrator.

Edward Rojas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Logista Advisors LLC's EIN is 36-4737098.

EIN 36-4737098

Plan number 001

Plan year 2024

ACK ID 20250721080031NAL0002467426001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Logista Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Logista Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LOGISTA ADVISORS LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score