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Original filing (PDF)20250925150343NAL0019727266001
LOGISTIC SERVICES INTERNATIONAL, INC.
Form 5500
FILING_RECEIVED
LOGISTIC SERVICES INTERNATIONAL, INC. EMPLOYEE STOCK OWNERSHIP PLAN
Defined-contribution retirement plan
Signals · 3
100% in single holding100% employer stockNo recordkeeper disclosed
Active participants
356
Accounts w/ balance
722
Plan assets (EOY)
$56.0M
Net assets (EOY)
$46.3M
How this plan invests
This plan
2 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Logistic Services International, Inc. Logistic Services International, Inc. Common Stock (249,398 shares)" is 100% of plan.
- 100% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LOGISTIC SERVICES INTERNATIONAL, INC..
Plan sponsor
Name
LOGISTIC SERVICES INTERNATIONAL, INC.
EIN
59-1862798
Address
6111 TECHNOLOGY COURT · JACKSONVILLE, FL · 32221
Phone
(904) 779-6006
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-09-25
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
2 direct securities· $53.9M(96% of reported assets)
Common Stocks
$53.9M
1 holding
Uncategorized
$6K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| * Logistic Services International, Inc. Logistic Services International, Inc. Common Stock (249,398 shares) | Common Stocks | — | $30.3M | $53.9M | 96.2% | |
| Money Market Mutual Fund Government Obligations Tax - Federated Managed Fund | — | — | $6K | $6K | <0.1% |
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