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Original filing (PDF)20250611162649NAL0015946401001
BROKERS LOGISTICS LTD.
Form 5500
FILING_RECEIVED
BROKERS LOGISTICS LTD. 401(K) PLAN
401(k) retirement plan
Active participants
80
Accounts w/ balance
102
Plan assets (EOY)
$4.6M
Net assets (EOY)
$4.6M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Helping the score
- Below-peer total fees (28 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BROKERS LOGISTICS LTD..
Plan sponsor
Name
BROKERS LOGISTICS LTD.
EIN
74-2983758
Address
1000 HAWKINS BLVD · EL PASO, TX · 79915
Phone
(915) 778-7751
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
2025-06-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SBNG, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $4K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SBNG CERTIFIED PUBLIC ACCOUNTANTS | 26-1483953 | — | ACCOUNTANT/AUDITOR | $8K | — |
Investments
34 direct securities· $4.3M(94% of reported assets)
Uncategorized
$3.8M
33 holdings
Mutual Funds
$496K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity Management Trust Co. Fidelity Growth Company Fund | Mutual Funds | — | — | $496K | 10.9% | |
| Fidelity Management Trust Co. Fidelity Puritan Fund | — | — | — | $491K | 10.8% | |
| Fidelity Management Trust Co. Fidelity Freedom 2030 Fund - Class K | — | — | — | $416K | 9.1% | |
| Fidelity Management Trust Co. Fidelity Focused Stock Fund | — | — | — | $282K | 6.2% | |
| Fidelity Management Trust Co. Fidelity Fund | — | — | — | $257K | 5.6% | |
| Fidelity Management Trust Co. Fidelity Investment Grade Bond Fund | — | — | — | $254K | 5.6% | |
| Fidelity Management Trust Co. Fidelity Low-Priced Stock Fund | — | — | — | $240K | 5.3% | |
| Fidelity Management Trust Co. Fidelity Blue Chip Growth Fund | — | — | — | $238K | 5.2% | |
| Fidelity Management Trust Co. Fidelity Freedom 2045 Fund - Class K | — | — | — | $229K | 5.0% | |
| Fidelity Management Trust Co. Fidelity Freedom 2050 Fund - Class K | — | — | — | $158K | 3.5% | |
| Fidelity Management Trust Co. Fidelity Growth Strategies Fund | — | — | — | $134K | 2.9% | |
| Fidelity Management Trust Co. Fidelity Intermediate Bond Fund | — | — | — | $129K | 2.8% | |
| Fidelity Management Trust Co. Fidelity Value Fund | — | — | — | $121K | 2.6% | |
| Fidelity Management Trust Co. Fidelity Freedom 2040 Fund - Class K | — | — | — | $115K | 2.5% | |
| Fidelity Management Trust Co. Fidelity Equity-Income Fund | — | — | — | $112K | 2.5% | |
| Fidelity Management Trust Co. Fidelity Contrafund Fund | — | — | — | $104K | 2.3% | |
| Fidelity Management Trust Co. Fidelity Value Strategies Fund | — | — | — | $74K | 1.6% | |
| Money Market Funds * Fidelity Management Trust Co. Fidelity Government Money Market Fund | — | — | — | $61K | 1.3% | |
| Fidelity Management Trust Co. Fidelity Diversified International Fund | — | — | — | $60K | 1.3% | |
| Fidelity Management Trust Co. Fidelity Freedom 2035 Fund - Class K | — | — | — | $56K | 1.2% | |
| Fidelity Management Trust Co. Fidelity Freedom Income Fund - Class K | — | — | — | $48K | 1.0% | |
| Fidelity Management Trust Co. Fidelity OTC Portfolio | — | — | — | $44K | 1.0% | |
| Fidelity Management Trust Co. Fidelity Short-Term Bond Fund | — | — | — | $39K | 0.9% | |
| Fidelity Management Trust Co. Fidelity Overseas Fund | — | — | — | $32K | 0.7% | |
| Fidelity Management Trust Co. Fidelity Small Cap Value Fund | — | — | — | $18K | 0.4% | |
| Fidelity Management Trust Co. Fidelity Freedom 2055 Fund - Class K | — | — | — | $17K | 0.4% | |
| Fidelity Management Trust Co. Fidelity Freedom 2025 Fund - Class K | — | — | — | $16K | 0.3% | |
| Fidelity Management Trust Co. Fidelity Real Estate Investment Portfolio | — | — | — | $14K | 0.3% | |
| Fidelity Management Trust Co. Fidelity Equity Dividend Income Fund | — | — | — | $11K | 0.2% | |
| Fidelity Management Trust Co. Fidelity Freedom 2060 Fund - Class K | — | — | — | $10K | 0.2% | |
| Fidelity Management Trust Co. Fidelity Total Market Index Fund | — | — | — | $10K | 0.2% | |
| Fidelity Management Trust Co. Fidelity Mid-Cap Stock Fund | — | — | — | $9K | 0.2% | |
| Fidelity Management Trust Co. Fidelity Dividend Growth Fund | — | — | — | $8K | 0.2% | |
| Fidelity Management Trust Co. Fidelity Freedom 2010 Fund - Class K | — | — | — | $3K | <0.1% |
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