5500 Analyzer
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Original filing (PDF)20251006135754NAL0003501953001

IMS LOGISTICS, LLC

Form 5500-SF
FILING_RECEIVED
IMS LOGISTICS 401(K) EMPLOYEE RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
146
Accounts w/ balance
86
Plan assets (EOY)
$683K
Net assets (EOY)
$683K
Plan health score (directional)
74
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
  • No independent qualified public accountant (IQPA) named.
  • 59% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IMS LOGISTICS, LLC.
Plan sponsor
Name
IMS LOGISTICS, LLC
EIN
46-2508273
Address
151 NISSAN WAY SUITE F · CANTON, MS · 39046
Phone
(601) 855-7700
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
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