How big is Its Logistics, LLC's plan?

Its Logistics, LLC's plan reported $24.0M in assets and 691 participants for 2024.

Original filing (PDF)20251003182713NAL0001659841001

Its Logistics, LLC

Name: Its Logistics, LLC — Its Logistics, LLC Employee, Form 5500 (2024)
Creator: Its Logistics, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Its Logistics, LLC Employee Savings Trust

401(k) retirement plan · Its Logistics, LLC's Its Logistics, LLC Employee Savings Trust held $24.0M in plan assets for 691 participants in 2024, with JULY Business Services, LLC as recordkeeper.

Signals · 1

Late participant contributions

Active participants

691

Accounts w/ balance

457

Plan assets (EOY)

$24.0M

Net assets (EOY)

$24.0M

People on this filing

Heather Stewart signed Its Logistics, LLC's 2024 Form 5500 as plan administrator.

Heather Stewart — 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

Its Logistics, LLC's EIN is 47-2862009.

EIN 47-2862009

Plan number 001

Plan year 2024

ACK ID 20251003182713NAL0001659841001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 65K (1% of contributions).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Plan sponsor

Name

ITS LOGISTICS, LLC

EIN

all filings

Address

555 VISTA BLVD · SPARKS, NV · 89434

Phone

(775) 501-3293

Industry

Transportation & Warehousing

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

2025-10-03

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

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JULY BUSINESS SERVICES, LLC	74-2715820	WACO, TX	RECORD KEEPER	$66K	—

Investments

31 direct securities· $24.0M(100% of reported assets)

Mutual Funds

$19.4M

23 holdings

Common Collective Trusts

$3.1M

3 holdings

Bonds / Notes

$521K

1 holding

Stable Value

$493K

1 holding

Other securities

$469K

3 holdings

					% of plan
Vanguard Target Retirement 2060 Inv Mutual Fund	Mutual Funds	—	—	$3.1M	12.7%
Vanguard Target Retirement 2055 Inv Mutual Fund	Mutual Funds	—	—	$2.8M	11.8%
Vanguard 500 Index Admiral Mutual Fund	Common Collective Trusts	—	—	$2.6M	10.8%
Vanguard Target Retirement 2035 Inv Mutual Fund	Mutual Funds	—	—	$2.1M	8.6%
Vanguard Target Retirement 2030 Inv Mutual Fund	Mutual Funds	—	—	$1.8M	7.7%
Invesco QQQ Trust Exchange Traded Fund	Mutual Funds	—	—	$1.3M	5.5%
Vanguard Target Retirement 2065 Inv Mutual Fund	Mutual Funds	—	—	$1.3M	5.3%
Vanguard Target Retirement 2045 Inv Mutual Fund	Mutual Funds	—	—	$1.2M	5.2%
Vanguard Target Retirement 2040 Inv Mutual Fund	Mutual Funds	—	—	$1.2M	5.0%
Vanguard Target Retirement 2025 Inv Mutual Fund	Mutual Funds	—	—	$745K	3.1%
Vanguard US Growth Admiralᵀ Mutual Fund	Mutual Funds	—	—	$722K	3.0%
Vanguard Target Retirement 2050 Inv Mutual Fund	Mutual Funds	—	—	$688K	2.9%
Vanguard Mid Cap Index Admiral Mutual Fund	Mutual Funds	—	—	$592K	2.5%
Notes receivable from participants Maturing at various maturities rates of 4.25%-9.5%	Bonds / Notes	—	—	$521K	2.2%
CMFG Stable Value A23 Guaranteed Investment Contract	Stable Value	—	—	$493K	2.1%
American Funds Income Fund of Amer R6 Mutual Fund	Mutual Funds	—	—	$434K	1.8%
Vanguard Total Stock Mkt Idx Adm Mutual Fund	Common Collective Trusts	—	—	$387K	1.6%
Capital World Growth & Income R6 Mutual Fund	Other securities	—	—	$278K	1.2%
Vanguard Federal Money Market Investor Interest Bearing Cash	Mutual Funds	—	—	$274K	1.1%
Franklin Utilities Fund-R6 Mutual Fund	Mutual Funds	—	—	$222K	0.9%
Vanguard Interm-Term Treasury Adm Mutual Fund	Mutual Funds	—	—	$191K	0.8%
Vanguard Target Retirement 2020 Inv Mutual Fund	Mutual Funds	—	—	$152K	0.6%
Vanguard Energy Index Admiral Mutual Fund	Mutual Funds	—	—	$144K	0.6%
Vanguard Small Cap Index Adm Mutual Fund	Mutual Funds	—	—	$137K	0.6%
Vanguard International Growth Adm Mutual Fund	Mutual Funds	—	—	$128K	0.5%
Vanguard Emerging Mkts Stock Idx Adm Mutual Fund	Common Collective Trusts	—	—	$106K	0.4%
Western Asset Core Plus Bond I Mutual Fund	Other securities	—	—	$100K	0.4%
Pioneer Strategic Income-K Mutual Fund	Other securities	—	—	$91K	0.4%
Vanguard Health Care Adm Mutual Fund	Mutual Funds	—	—	$57K	0.2%
Vanguard Real Estate Index Admiral Mutual Fund	Mutual Funds	—	—	$33K	0.1%
Vanguard Consumer Staples Index Admiral Mutual Fund	Mutual Funds	—	—	$31K	0.1%