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Original filing (PDF)20250717094108NAL0000021651001
POLO LOGISTICS, LLC
Form 5500
FILING_RECEIVED
OUTDOOR NETWORK 401(K) PLAN
401(k) retirement plan
Signals · 2
~135 bps in Sched C feesNo recordkeeper disclosed
Active participants
275
Accounts w/ balance
145
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
How this plan invests
This plan
28 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
- 135 bps in Schedule C fees — 160% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- 53% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for POLO LOGISTICS, LLC.
Plan sponsor
Name
POLO LOGISTICS, LLC
EIN
46-4886959
Address
531 E COMMERCIAL BLVD. · OAKLAND PARK, FL · 33334
Phone
(813) 467-7062
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-07-17
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PRIDA, GUIDA & PEREZ, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | CONSULTANT | $13K | — |
TPA / Administrator
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $35K | — |
| DEFINITI, LLC | 85-0833363 | — | CONTRACT ADMINISTRATOR | $5K | — |
Investments
28 direct securities· $4.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Service Company Am Fds Trgt Dte Rtm 2040 R6 Fund | — | — | — | $553K | 13.8% | |
| American Funds Service Company Am Fds Trgt Dte Rtm 2050 R6 Fund | — | — | — | $522K | 13.1% | |
| American Funds Service Company Am Fds Trgt Dte Rtm 2025 R6 Fund | — | — | — | $393K | 9.8% | |
| American Funds Service Company Am Fds Trgt Dte Rtm 2055 R6 Fund | — | — | — | $378K | 9.4% | |
| American Funds Service Company Am Fds Trgt Dte Rtm 2030 R6 Fund | — | — | — | $346K | 8.6% | |
| American Funds Service Company Am Fds Trgt Dte Rtm 2035 R6 Fund | — | — | — | $298K | 7.4% | |
| Party Collateral, Par, or Maturity Value Cost Current Value Mutual Funds BlackRock iShares S&P 500 Index K Fund | — | — | — | $206K | 5.2% | |
| American Funds Service Company Am Fds Trgt Dte Rtm 2015 R6 Fund | — | — | — | $193K | 4.8% | |
| American Funds Service Company Am Fds Trgt Dte Rtm 2010 R6 Fund | — | — | — | $181K | 4.5% | |
| American Funds Service Company Am Fds Trgt Dte Rtm 2045 R6 Fund | — | — | — | $178K | 4.5% | |
| T. Rowe Price Funds T. Rowe Price Balanced I Fund | — | — | — | $120K | 3.0% | |
| JP Morgan Funds JP Morgan Large Cap Gr R6 Fund | — | — | — | $115K | 2.9% | |
| Vanguard Group Vanguard US Growth Admiral Fund | — | — | — | $83K | 2.1% | |
| American Funds Service Company Am Fds Trgt Dte Rtm 2060 R6 Fund | — | — | — | $59K | 1.5% | |
| Vanguard Group Vanguard Fed Money Mrkt Inv Fund | — | — | — | $52K | 1.3% | |
| Calvert Funds Calvert US LC Cr Rsp Idx R6 Fund ** 406 Columbia Funds Columbia Div Income I3 Fund | — | — | — | $52K | 1.3% | |
| Fidelity Investments Fidelity Mid Cp Index Fund | — | — | — | $42K | 1.1% | |
| American Funds Service Company Am Fds Trgt Dte Rtm 2065 R6 Fund | — | — | — | $37K | 0.9% | |
| Vanguard Group Vanguard Dev Mkts Index Adm Fund | — | — | — | $30K | 0.7% | |
| secured by participant accounts $-0- | — | — | — | $29K | 0.7% | |
| Delaware Investments Macquarie Small Cap Core R6 Fund | — | — | — | $28K | 0.7% | |
| Hartford Mutual Funds Hartford Core Equity R6 Fund ** 332 Invesco Funds Group, Inc. Invesco EQV Em Mkts All Cap R6 | — | — | — | $26K | 0.7% | |
| Vanguard Group Vanguard Hi-Yld Corp Adm Fund | — | — | — | $20K | 0.5% | |
| MFS Investment Management MFS Research Intl R6 Fund | — | — | — | $14K | 0.4% | |
| Fidelity Investments Fidelity Sm Cap Index Fund | — | — | — | $14K | 0.4% | |
| Fidelity Investments Fidelity Adv Total Bond Z Fund | — | — | — | $9K | 0.2% | |
| Parnassus Mid Cap Inst Fund | — | — | — | $1K | <0.1% | |
| T. Rowe Price Funds T.Rw Prc Spc Md Gr Allo I Fund | — | — | — | $1K | <0.1% |
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