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Original filing (PDF)20251015185055NAL0002780451001
CEVA LOGISTICS U.S. HOLDINGS, INC.
Form 5500
FILING_RECEIVED
CEVA 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
9,274
Accounts w/ balance
11,787
Plan assets (EOY)
$584.8M
Net assets (EOY)
$584.8M
How this plan invests
This plan
15 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
100
Knocking points off
- 21 bps in Schedule C fees — 246% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CEVA LOGISTICS U.S. HOLDINGS, INC..
Plan sponsor
Name
CEVA LOGISTICS U.S. HOLDINGS, INC.
EIN
56-2626194
Address
15350 VICKERY DRIVE · HOUSTON, TX · 77032
Phone
(281) 618-3000
Industry
Transportation & Warehousingsee all
Plan administrator
Name
THE COMMITTEE
EIN
56-2626194
City
HOUSTON, TX
Phone
(281) 618-3000
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HAM, LANGSTON & BREZINA, L.L.P.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $1.1M | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $80K | — |
Investments
14 direct securities · 15 pooled funds· $593.8M(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.
Common Collective Trust
$382.7M
15 holdings
Uncategorized
$155.1M
13 holdings
Mutual Funds
$56.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $69.2M | 11.8% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $60.7M | 10.4% | |
| s * Vanguard Institutional Index Fund Inst'l Shares | Mutual Funds | — | — | $56.0M | 9.6% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $52.7M | 9.0% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $47.7M | 8.1% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $37.2M | 6.4% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $34.8M | 6.0% | |
| T. Rowe Price T. Rowe Price Institutional Large Cap Grth Fund; Inst'l Class | — | — | — | $33.3M | 5.7% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $22.4M | 3.8% | |
| Participant loans Notes receivable from participants bearing interest at | — | — | — | $21.1M | 3.6% | |
| Vanguard Extended Market Index Fund: Inst'l Shares | — | — | — | $20.5M | 3.5% | |
| Vanguard Total Bond Market Index Fund: Inst'l Shares | — | — | — | $20.4M | 3.5% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $19.6M | 3.4% | |
| Vanguard Total International Stock Index Fund: Inst'l Shares | — | — | — | $18.6M | 3.2% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $12.9M | 2.2% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $10.7M | 1.8% | |
| Vanguard Target Retirement Income Trust II | — | — | — | $9.6M | 1.6% | |
| VFTC TARGET RET INC & GROWTH TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-6420194 / PN 001 | Common Collective Trust | — | — | $9.6M | 1.6% | |
| T. Rowe Price T. Rowe Price Value Fund; I Class | — | — | — | $9.5M | 1.6% | |
| Vanguard PGIM Jennison Small Company Fund; Class R6 | — | — | — | $7.0M | 1.2% | |
| Vanguard International Growth Fund Admiral Shares | — | — | — | $6.2M | 1.1% | |
| American Beacon American Beacon Small Cap Value Fund; R6 Class | — | — | — | $3.7M | 0.6% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $3.5M | 0.6% | |
| Dodge & Cox Dodge & Cox International Stock Fund; Class X | — | — | — | $2.7M | 0.5% | |
| Vanguard Inflation-Protected Securities Fund: Adm Shares | — | — | — | $2.1M | 0.4% | |
| FIDELITY MANAGED INCOME PORTFOLIO; FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.5M | 0.3% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $319K | <0.1% | |
| Vanguard Cash Reserves Federal MM Fund Admiral Shares | — | — | — | $218K | <0.1% | |
| VFTC TARGET RET INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $2K | <0.1% |
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