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Original filing (PDF)20250930112720NAL0012188961001
THE LOGISTICS COMPANY, INC.
Form 5500
FILING_RECEIVED
THE LOGISTICS COMPANY, INC. EMPLOYEE 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
~88 bps in Sched C fees
Active participants
385
Accounts w/ balance
606
Plan assets (EOY)
$11.1M
Net assets (EOY)
$11.1M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 88 bps in Schedule C fees — 204% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE LOGISTICS COMPANY, INC..
Plan sponsor
Name
THE LOGISTICS COMPANY, INC.
EIN
56-1974245
Address
3400 WALSH PARKWAY · FAYETTEVILLE, NC · 28311
Phone
(910) 482-8084
Industry
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
2025-09-30
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BERNARD ROBINSON & COMPANY
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $56K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST CITIZENS BANK AND TRUST CO. | — | RALEIGH, NC | INVESTMENT ADVISOR | $30K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $13K | — |
Investments
27 direct securities · 1 pooled fund· $11.1M(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
$11.0M
27 holdings
Common Collective Trust
$97K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BlackRock Lifepath Index Retirement K | — | — | — | $1.7M | 15.7% | |
| BlackRock Lifepath Index 2025 K ** - BlackRock Lifepath Index 2030 K | — | — | — | $1.2M | 10.6% | |
| BlackRock Lifepath Index 2040 K | — | — | — | $1.2M | 10.4% | |
| Fidelity Investments Fidelity 500 Index | — | — | — | $1.0M | 9.0% | |
| BlackRock Lifepath Index 2050 K | — | — | — | $900K | 8.1% | |
| BlackRock Lifepath Index 2035 K | — | — | — | $877K | 7.9% | |
| BlackRock Lifepath Index 2045 K | — | — | — | $595K | 5.3% | |
| N/A Federated Hermes Government Obligations FD PRM | — | — | — | $554K | 5.0% | |
| BlackRock Advantage International Instl | — | — | — | $410K | 3.7% | |
| BlackRock Lifepath Index 2060 K | — | — | — | $375K | 3.4% | |
| BlackRock Lifepath Index 2055 K | — | — | — | $321K | 2.9% | |
| Allspring Global Investments Allspring Core Bond R6 | — | — | — | $313K | 2.8% | |
| JPMorgan JP Morgan Emerging Markets Equity R6 | — | — | — | $242K | 2.2% | |
| Participant loans 4.25% - 9.50%, maturing through 2029 | — | — | — | $237K | 2.1% | |
| BlackRock Lifepath Index 2065 K | — | — | — | $209K | 1.9% | |
| Vanguard Mid-Cap Growth Index Admiral | — | — | — | $183K | 1.6% | |
| JPMorgan JP Morgan U.S. Small Company R6 | — | — | — | $108K | 1.0% | |
| AB US LARGE CAP GROWTH CIT W SER P1 GREAT GRAY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | — | $97K | 0.9% | |
| Pimco Real Return Instl | — | — | — | $84K | 0.8% | |
| Pimco Commodity Real Ret Strat Instl | — | — | — | $77K | 0.7% | |
| Janus Henderson Janus Henderson Triton N | — | — | — | $74K | 0.7% | |
| Amundi US Pioneer Strategic Income K | — | — | — | $70K | 0.6% | |
| Principal Funds Principal Real Estate Securities FD R-6 | — | — | — | $68K | 0.6% | |
| BlackRock High Yield Bond Portfolio K | — | — | — | $65K | 0.6% | |
| JPMorgan Undiscovered Mgrs Behavioral Value R6 | — | — | — | $55K | 0.5% | |
| MFS Value R6 | — | — | — | $50K | 0.4% | |
| John Hancock J. Hancock Disciplined Value Mid Cap R6 | — | — | — | $40K | 0.4% | |
| Allspring Global Investments Allspring Government Securities Inst | — | — | — | $37K | 0.3% |