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Original filing (PDF)20250925161156NAL0012462322001
NU-WAY LOGISTICS, INC.
Form 5500
FILING_RECEIVED
NU-WAY LOGISTICS, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
384
Accounts w/ balance
163
Plan assets (EOY)
$11.2M
Net assets (EOY)
$11.2M
How this plan invests
This plan
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 42% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NU-WAY LOGISTICS, INC..
Plan sponsor
Name
NU-WAY LOGISTICS, INC.
EIN
37-1396641
Address
2 ACCESS WAY · BLOOMINGTON, IL · 61704
Phone
(309) 820-9797
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SIKICH CPA LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOWARD SIMON & ASSOCIATES, INC. | — | RIVERWOODS, IL | NONE | $21K | — |
Investments
22 direct securities· $11.2M(100% of reported assets)
Uncategorized
$9.5M
21 holdings
Mutual Funds
$1.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MFS Investment Management MFS Growth Allocation R4 | — | — | — | $2.6M | 22.9% | |
| MFS Investment Management MFS Moderate Allocation R4 | — | — | — | $2.3M | 21.0% | |
| Fidelity Investments Fidelity 500 Index Institutional | Mutual Funds | — | — | $1.7M | 15.4% | |
| MFS Investment Management MFS Aggressive Growth Allocation R4 | — | — | — | $857K | 7.7% | |
| Vanguard Small Cap Index Admiral | — | — | — | $604K | 5.4% | |
| Fidelity Investments Fidelity Extended Market Index | — | — | — | $595K | 5.3% | |
| JPMorgan SmartRetirement Blend 2040 R6 | — | — | — | $478K | 4.3% | |
| JPMorgan SmartRetirement Blend 2050 R6 | — | — | — | $350K | 3.1% | |
| JPMorgan SmartRetirement Blend 2030 R6 | — | — | — | $343K | 3.1% | |
| MFS Investment Management MFS Conservative Allocation R4 | — | — | — | $269K | 2.4% | |
| PIMCO Income Institutional ** 274 PIMCO Stable Income Fund Class 1 | — | — | — | $213K | 1.9% | |
| Fidelity Investments Fidelity International Index | — | — | — | $201K | 1.8% | |
| Participant loans Interest rates from 5.25% to 10.50% - 0 - | — | — | — | $166K | 1.5% | |
| Vanguard Emerging Markets Stock Index Admiral | — | — | — | $159K | 1.4% | |
| JPMorgan SmartRetirement Blend 2060 R6 | — | — | — | $89K | 0.8% | |
| Vanguard Inflation-Protected Securities Admiral | — | — | — | $82K | 0.7% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $54K | 0.5% | |
| JPMorgan SmartRetirement Blend 2020 R6 | — | — | — | $44K | 0.4% | |
| JPMorgan SmartRetirement Blend Income R6 | — | — | — | $21K | 0.2% | |
| PIMCO All Asset Institutional | — | — | — | $16K | 0.1% | |
| JPMorgan Interest-bearing Cash Account | — | — | — | $11K | <0.1% | |
| Money Market Accounts * Matrix Trust Company Interest-bearing Cash Account | — | — | — | $8K | <0.1% |
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