Back to filter
Original filing (PDF)20250418220849NAL0000023011076
EDGE LOGISTICS, INC.
Form 5500-SF
FILING_RECEIVED
EDGE LOGISTICS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
8
Plan assets (EOY)
$242K
Net assets (EOY)
$242K
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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EDGE LOGISTICS, INC..
Plan sponsor
Name
EDGE LOGISTICS, INC.
EIN
61-1991388
Address
550 RESERVE STREET · SUITE 190 · SOUTHLAKE, TX · 76092
Phone
(281) 984-4108
Industry
Transportation & Warehousingsee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-18
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
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Transportation & Warehousing plans
AUTOPORT, LTD.
AUTOPORT, LTD RETIREMENT PLAN
$267K · 122 participants
GRAND RAPIDS ORIGIN DISTRIBUTION CENTER, INC.
GRAND RAPIDS ORIGIN DISTRIBUTION CENTER, INC. PROFIT SHARING 401K PLAN AND TRUST
$214K · 10 participants
D. L. TRANSPORTATION SERVICES, INC
D. L. TRANSPORTATION SERVICES, INC 401(K) PLAN
$205K · 8 participants
ON-TRACK RAILCAR SERVICES, INC.
ON-TRACK RAILCAR SERVICES 401(K) PLAN
$200K · 24 participants
JCA TRANSPORTATION CORP
A & M TRANSPORTATION LLC
$288K · 148 participants
D2 LOGISTICS INC
D2 LOGISTICS 401(K) PLAN
$194K · 27 participants
Large plans in Texas
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
AT&T INC.
AT&T SAVINGS PLAN MASTER TRUST
$42.6B
AT&T INC.
SBC MASTER PENSION TRUST
$30.6B
AT&T INC.
AT&T PENSION BENEFIT PLAN
$28.3B · 93,065 participants
AMERICAN AIRLINES, INC. - RETIREMENT
MASTER TRUST FOR DC PLANS OF AMERICAN AIRLINES, INC. AND AFFILIATES
$27.7B
SAMMONS ENTERPRISES, INC.
SAMMONS ENTERPRISES, INC. EMPLOYEE STOCK OWNERSHIP PLAN
$23.9B · 3,454 participants