Original filing (PDF)20251010154735NAL0007972737001

LOOP LLC

Name: LOOP LLC — LOOP LLC EMPLOYEES' RETIREMENT PLAN, Form 5500 (2024)
Creator: LOOP LLC

Form 5500

FILING_RECEIVED

LOOP LLC EMPLOYEES' RETIREMENT PLAN

Defined-benefit pension plan

Signals · 2

57% in single holdingNo recordkeeper disclosed

Active participants

179

Accounts w/ balance

—

Plan assets (EOY)

$113.4M

Net assets (EOY)

$113.4M

How this plan invests

This plan

10 pooled trusts

Schedule D

13 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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

Participation health

100

Knocking points off

Top holding "Multi-Manager Liability Driven Solution CIT II" is 57% of plan.
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 LOOP LLC.

Plan sponsor

Name

LOOP LLC

EIN

72-1335490

Address

137 NORTHPARK BLVD. · COVINGTON, LA · 70433

Phone

(985) 276-6100

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

2025-10-10

Pension benefit codes

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

MCCONNELL & JONES LLP

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

3 direct securities · 10 pooled funds· $114.4M(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

$111.2M

10 holdings

Uncategorized

$3.2M

3 holdings

Investment	Type	Shares / units	Cost	Current value	% of plan
LIABILITY DRIVEN SOLUTION CIT II N PRINCIPAL LIFE INSURANCE COMPANY · EIN 80-6049172 / PN 001	Common Collective Trust	—	$67.7M	$65.8M	58.0%
S&P 500 INDEX CIT N PRINCIPAL LIFE INSURANCE COMPANY · EIN 94-3224211 / PN 001	Common Collective Trust	—	$8.7M	$20.8M	18.4%
LIABILITY DRIVEN SOLUTION CIT I PRINCIPAL LIFE INSURANCE COMPANY · EIN 94-9907455 / PN 001	Common Collective Trust	—	$6.9M	$7.3M	6.4%
LIABILITY DRIVEN SOLUTION CIT III N PRINCIPAL LIFE INSURANCE COMPANY · EIN 46-7074916 / PN 001	Common Collective Trust	—	$5.1M	$5.1M	4.5%
S&P MIDCAP INDEX CIT N PRINCIPAL LIFE INSURANCE COMPANY · EIN 52-2265235 / PN 001	Common Collective Trust	—	$2.6M	$4.9M	4.3%
INTERNATIONAL EQUITY INDEX CIT N PRINCIPAL LIFE INSURANCE COMPANY · EIN 52-2265229 / PN 001	Common Collective Trust	—	$2.3M	$4.0M	3.5%
MULTI-MANAGER SMALL CAP PRINCIPAL LIFE INSURANCE COMPANY · EIN 45-6648658 / PN 001	Common Collective Trust	—	$1.5M	$2.6M	2.3%
Metropolitan West Total Return Bond Fund Class I #512	—	—	$1.2M	$1.2M	1.1%
Short-term Investment Fund S1	—	—	$999K	$999K	0.9%
Emerging Markets Stock Index Fund/ United States Class Admiral #5533	—	—	$959K	$991K	0.9%
FEDERATED TOTAL RETURN BOND CIT N PRINCIPAL LIFE INSURANCE COMPANY · EIN 46-6584317 / PN 001	Common Collective Trust	—	$223K	$229K	0.2%
BLACKROCK US AGG BOND PRINCIPAL LIFE INSURANCE COMPANY · EIN 20-5699010 / PN 001	Common Collective Trust	—	$227K	$228K	0.2%
DODGE & COX INTERMEDIATE BOND CIT F PRINCIPAL LIFE INSURANCE COMPANY · EIN 47-6566265 / PN 001	Common Collective Trust	—	$218K	$228K	0.2%