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Original filing (PDF)20251003144325NAL0000918003001
LOOP LLC
Form 5500
FILING_RECEIVED
LOOP LLC EMPLOYEES' SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
188
Accounts w/ balance
225
Plan assets (EOY)
$102.9M
Net assets (EOY)
$102.9M
How this plan invests
This plan
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MCCONNELL & JONES, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT CONSULTING GROUP | 27-2037969 | — | NONE | $43K | — |
| VANGUARD GROUP INC. | 23-1945930 | — | NONE | $40K | — |
Investments
27 direct securities· $102.9M(100% of reported assets)
Uncategorized
$87.6M
26 holdings
Mutual Funds
$15.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Vanguard Investments Vanguard 500 Index Fund Admiral Shares | Mutual Funds | — | — | $15.3M | 14.8% | |
| Vanguard Investments Vanguard PRIMECAP Fund Admiral Shares | — | — | — | $8.8M | 8.6% | |
| Vanguard Investments Vanguard Target Retirement 2025 Fund | — | — | — | $8.0M | 7.8% | |
| Vanguard Investments Vanguard Target Retirement 2040 Fund | — | — | — | $7.3M | 7.1% | |
| Vanguard Investments Vanguard Cash Reserves Federal MM Fund Admiral Shares | — | — | — | $7.1M | 6.9% | |
| Vanguard Investments Vanguard U.S. Growth Fund Admiral Shares | — | — | — | $6.4M | 6.2% | |
| Vanguard Investments Vanguard Wellington Fund Admiral Shares | — | — | — | $6.1M | 5.9% | |
| Vanguard Investments Vanguard Target Retirement 2045 Fund | — | — | — | $5.3M | 5.1% | |
| Vanguard Investments Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $4.4M | 4.3% | |
| Vanguard Investments Vanguard Target Retirement 2035 Fund | — | — | — | $4.0M | 3.9% | |
| Vanguard Investments Vanguard Target Retirement 2030 Fund | — | — | — | $4.0M | 3.9% | |
| Vanguard Investments Vanguard Target Retirement 2050 Fund | — | — | — | $3.9M | 3.8% | |
| Vanguard Investments Vanguard Windsor II Fund Admiral Shares | — | — | — | $3.5M | 3.4% | |
| Vanguard Investments Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $3.3M | 3.2% | |
| Vanguard Investments Vanguard International Growth Fund Admiral Shares | — | — | — | $2.5M | 2.4% | |
| Vanguard Investments Self-Directed Brokerage Fund | — | — | — | $2.2M | 2.2% | |
| Vanguard Investments Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $2.0M | 1.9% | |
| Vanguard Investments Vanguard Target Retirement 2020 Fund | — | — | — | $1.7M | 1.7% | |
| Vanguard Investments Vanguard Total International Stock Index Fund Admiral Shr | — | — | — | $1.6M | 1.5% | |
| Vanguard Investments Vanguard Balanced Index Fund Admiral Shares | — | — | — | $1.5M | 1.5% | |
| Vanguard Investments Vanguard Short-Term Investment-Grade Fund: Adm Shr | — | — | — | $1.3M | 1.2% | |
| Vanguard Investments Vanguard Target Retirement Income | — | — | — | $968K | 0.9% | |
| Notes receivable from participants Notes receivable from participants bearing interest ranging from 4.25% to 9.50% with maturities through November 2038. | — | — | — | $802K | 0.8% | |
| Vanguard Investments Vanguard Target Retirement 2060 Fund | — | — | — | $317K | 0.3% | |
| Vanguard Investments Vanguard Target Retirement 2055 Fund | — | — | — | $267K | 0.3% | |
| Vanguard Investments Vanguard GNMA Fund Admiral Shares | — | — | — | $258K | 0.3% | |
| Vanguard Investments Vanguard Target Retirement 2065 Fund | — | — | — | $66K | <0.1% |
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