Original filing (PDF)20250728142623NAL0000972003001

JZ LOGISTICS LLC

Name: JZ LOGISTICS LLC — JZ LOGISTICS LLC CASH BALANCE PENSION PLAN, Form 5500 (2024)
Creator: JZ LOGISTICS LLC

Form 5500-SF

FILING_RECEIVED

JZ LOGISTICS LLC CASH BALANCE PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$470K

Net assets (EOY)

$470K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

JZ LOGISTICS LLC

EIN

45-0591276

Address

1212 CHADWICK CROSSING · SOUTHLAKE, TX · 76092

Phone

(940) 367-2191

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

Pension benefit codes

1C · Cash balance or similar hybrid DB

3D · Pre-approved plan (master / prototype / VS)

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Transportation & Warehousing plans

PEREZ Y CIA DE PUERTO RICO INC

PEREZ Y CIA DE PUERTO RICO, INC RETIREMENT PLAN

$471K · 10 participants

DUTTA CORPORATION

DUTTA CORPORATION 401(K) PROFIT SHARING PLAN & TRUST

$469K · 17 participants

ADVANTAGE TRANSPORT SOLUTION INC

ADVANTAGE TRANSPORT SOLUTION INC PENSION PLAN

$472K · 8 participants

CYPRESS LOGISTICS INTERNATIONAL, INC.

CYPRESS LOGISTICS INTERNATIONAL, INC, PROFIT SHARING PLAN

$473K · 1 participants

MILL WRIGHT LLC