Original filing (PDF)20251013151551NAL0003431922001

H. E. SUTTON FORWARDING CO., LLC

Name: H. E. SUTTON FORWARDING CO., LLC — H. E. SUTTON FORWARDING CO., LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: H. E. SUTTON FORWARDING CO., LLC

Form 5500-SF

FILING_RECEIVED

H. E. SUTTON FORWARDING CO., LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for H. E. SUTTON FORWARDING CO., LLC.

Plan sponsor

Name

H. E. SUTTON FORWARDING CO., LLC

EIN

61-1335273

Address

868 102ND AVENUE NORTH #302 · NAPLES, FL · 34108

Phone

(239) 598-1700

Industry

Transportation & Warehousingsee 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

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Transportation & Warehousing plans

BROWNSTONE SERVICES LLC

BROWNSTONE SERVICES LLC 401(K) PROFIT SHARING PLAN AND TRUST

$3.4M · 8 participants

GLOBAL TRANSPORTATION SYSTEMS, INC.

GLOBAL TRANSPORTATION SYSTEMS, INC. 401(K) PROFIT SHARING PLAN

$3.4M · 13 participants

PRESTIGE TRAVEL, INC.

PRESTIGE TRAVEL, INC. PROFIT SHARING AND 401(K) SAVINGS RETIREMENT PLAN

$3.4M · 12 participants

EXEC1 AVIATION, LLC

EXEC1 AVIATION, LLC 401(K) PLAN

$3.4M · 62 participants

PATHFINDER AVIATION, LLC