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Original filing (PDF)20250902083506NAL0008610035001
BURRIS LOGISTICS
Form 5500
FILING_RECEIVED
BURRIS LOGISTICS RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
836
Accounts w/ balance
1,260
Plan assets (EOY)
$101.1M
Net assets (EOY)
$101.1M
How this plan invests
This plan
1 pooled trust
Schedule D
27 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 12 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BURRIS LOGISTICS.
Plan sponsor
Name
BURRIS LOGISTICS
EIN
52-1518037
Address
501 SOUTHEAST 5TH STREET · MILFORD, DE · 199632022
Phone
(302) 839-5206
Industry
Wholesale Tradesee 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
2025-09-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FAW CASSON & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $124K | — |
Investments
26 direct securities · 1 pooled fund· $101.2M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$100.9M
26 holdings
Pooled Separate Account
$340K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Group Vanguard Target Retirement 2035 Inv Fund | — | — | — | $11.5M | 11.4% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $11.0M | 10.8% | |
| Vanguard Group Vanguard Target Retirement 2045 Inv Fund | — | — | — | $10.8M | 10.7% | |
| Vanguard Group Vanguard Target Retirement 2025 Inv Fund | — | — | — | $9.6M | 9.5% | |
| Vanguard Group Vanguard Target Retirement 2050 Inv Fund | — | — | — | $9.2M | 9.0% | |
| INVESTMENT IN INSURANCE CONTRACT *Principal Life Insurance Company Principal Fixed Income Guaranteed Option | — | — | — | $8.8M | 8.7% | |
| Vanguard Group Vanguard Target Retirement 2030 Inv Fund | — | — | — | $8.2M | 8.1% | |
| Vanguard Group Vanguard Target Retirement 2040 Inv Fund | — | — | — | $6.1M | 6.0% | |
| Vanguard Group Vanguard Target Retirement 2055 Inv Fund | — | — | — | $5.7M | 5.6% | |
| Vanguard Group Vanguard Target Retirement 2020 Inv Fund | — | — | — | $3.9M | 3.9% | |
| Vanguard Group Vanguard Target Retirement 2060 Inv Fund | — | — | — | $2.7M | 2.7% | |
| Vanguard Group Vanguard Target Retirement Inc Inv Fund | — | — | — | $2.1M | 2.1% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $2.1M | 2.1% | |
| JP Morgan Funds JP Morgan Small Cap Growth R6 Fund | — | — | — | $1.6M | 1.6% | |
| NOTES RECEIVABLE FROM Repayment Terms Vary, Interest PARTICIPANTS Rates Ranging From 4.25% - 9.50% | — | — | — | $1.6M | 1.6% | |
| INVESTMENTS IN REGISTERED INVESTMENT COMPANIES The American Funds AM Funds Euro Pacific Growth R6 Fund | — | — | — | $1.5M | 1.5% | |
| Fidelity Investments Fidelity US Bond Index Fund | — | — | — | $1.1M | 1.1% | |
| Fidelity Investments Fidelity Small Cap Index Fund | — | — | — | $749K | 0.7% | |
| Vanguard Group Vanguard Target Retirement 2065 Inv Fund | — | — | — | $740K | 0.7% | |
| Victory Funds Victory Trivalent International Small Cap R6 Fund | — | — | — | $475K | 0.5% | |
| Vanguard Group Federal Money Market Inv Fund | — | — | — | $465K | 0.5% | |
| PIMCO Funds PIMCO International Bond (USD-Hdg) I Fund | — | — | — | $368K | 0.4% | |
| PRIN CORE PLUS BOND SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 005 | Pooled Separate Account | — | — | $340K | 0.3% | |
| Dimensional Fund Advisors DFA Real Estate Secs I Fund | — | — | — | $188K | 0.2% | |
| Delaware Investments Delaware Mgmt Company Small Cap | — | — | — | $176K | 0.2% | |
| Vanguard Group Vanguard Target Retirement 2070 Inv Fund | — | — | — | $61K | <0.1% | |
| (E) | — | — | — | $61K | <0.1% |
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