How big is Brokers Logistics Ltd.'s plan?

Brokers Logistics Ltd.'s plan reported $4.6M in assets and 80 participants for 2024.

Original filing (PDF)20250611162649NAL0015946401001

Brokers Logistics Ltd.

Name: Brokers Logistics Ltd. — Brokers Logistics Ltd., Form 5500 (2024)
Creator: Brokers Logistics Ltd.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Brokers Logistics Ltd. 401(k) Plan

401(k) retirement plan · Brokers Logistics Ltd.'s Brokers Logistics Ltd. 401(k) Plan held $4.6M in plan assets for 80 participants in 2024, with Fidelity as recordkeeper.

Active participants

Accounts w/ balance

102

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

Laura Chavez signed Brokers Logistics Ltd.'s 2024 Form 5500 as plan administrator.

Laura Chavez — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Brokers Logistics Ltd.'s EIN is 74-2983758.

EIN 74-2983758

Plan number 001

Plan year 2024

ACK ID 20250611162649NAL0015946401001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Brokers Logistics Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Brokers Logistics Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BROKERS LOGISTICS LTD..

Finding similar companies…

How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

BROKERS LOGISTICS LTD.

EIN

all filings

Address

1000 HAWKINS BLVD · EL PASO, TX · 79915

Phone

(915) 778-7751

Industry

Transportation & Warehousing

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)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$4K	—

Accountant / Auditor

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)

Mutual Funds

$4.3M

33 holdings

Common Collective Trusts

$10K

1 holding

					% of plan
s * Fidelity Management Trust Co. Fidelity Growth Company Fund	Mutual Funds	—	—	$496K	10.9%
Fidelity Management Trust Co. Fidelity Puritan Fund	Mutual Funds	—	—	$491K	10.8%
Fidelity Management Trust Co. Fidelity Freedom 2030 Fund - Class K	Mutual Funds	—	—	$416K	9.1%
Fidelity Management Trust Co. Fidelity Focused Stock Fund	Mutual Funds	—	—	$282K	6.2%
Fidelity Management Trust Co. Fidelity Fund	Mutual Funds	—	—	$257K	5.6%
Fidelity Management Trust Co. Fidelity Investment Grade Bond Fund	Mutual Funds	—	—	$254K	5.6%
Fidelity Management Trust Co. Fidelity Low-Priced Stock Fund	Mutual Funds	—	—	$240K	5.3%
Fidelity Management Trust Co. Fidelity Blue Chip Growth Fund	Mutual Funds	—	—	$238K	5.2%
Fidelity Management Trust Co. Fidelity Freedom 2045 Fund - Class K	Mutual Funds	—	—	$229K	5.0%
Fidelity Management Trust Co. Fidelity Freedom 2050 Fund - Class K	Mutual Funds	—	—	$158K	3.5%
Fidelity Management Trust Co. Fidelity Growth Strategies Fund	Mutual Funds	—	—	$134K	2.9%
Fidelity Management Trust Co. Fidelity Intermediate Bond Fund	Mutual Funds	—	—	$129K	2.8%
Fidelity Management Trust Co. Fidelity Value Fund	Mutual Funds	—	—	$121K	2.6%
Fidelity Management Trust Co. Fidelity Freedom 2040 Fund - Class K	Mutual Funds	—	—	$115K	2.5%
Fidelity Management Trust Co. Fidelity Equity-Income Fund	Mutual Funds	—	—	$112K	2.5%
Fidelity Management Trust Co. Fidelity Contrafund Fund	Mutual Funds	—	—	$104K	2.3%
Fidelity Management Trust Co. Fidelity Value Strategies Fund	Mutual Funds	—	—	$74K	1.6%
Money Market Funds * Fidelity Management Trust Co. Fidelity Government Money Market Fund	Mutual Funds	—	—	$61K	1.3%
Fidelity Management Trust Co. Fidelity Diversified International Fund	Mutual Funds	—	—	$60K	1.3%
Fidelity Management Trust Co. Fidelity Freedom 2035 Fund - Class K	Mutual Funds	—	—	$56K	1.2%
Fidelity Management Trust Co. Fidelity Freedom Income Fund - Class K	Mutual Funds	—	—	$48K	1.0%
Fidelity Management Trust Co. Fidelity OTC Portfolio	Mutual Funds	—	—	$44K	1.0%
Fidelity Management Trust Co. Fidelity Short-Term Bond Fund	Mutual Funds	—	—	$39K	0.9%
Fidelity Management Trust Co. Fidelity Overseas Fund	Mutual Funds	—	—	$32K	0.7%
Fidelity Management Trust Co. Fidelity Small Cap Value Fund	Mutual Funds	—	—	$18K	0.4%
Fidelity Management Trust Co. Fidelity Freedom 2055 Fund - Class K	Mutual Funds	—	—	$17K	0.4%
Fidelity Management Trust Co. Fidelity Freedom 2025 Fund - Class K	Mutual Funds	—	—	$16K	0.3%
Fidelity Management Trust Co. Fidelity Real Estate Investment Portfolio	Mutual Funds	—	—	$14K	0.3%
Fidelity Management Trust Co. Fidelity Equity Dividend Income Fund	Mutual Funds	—	—	$11K	0.2%
Fidelity Management Trust Co. Fidelity Freedom 2060 Fund - Class K	Mutual Funds	—	—	$10K	0.2%
Fidelity Management Trust Co. Fidelity Total Market Index Fund	Common Collective Trusts	—	—	$10K	0.2%
Fidelity Management Trust Co. Fidelity Mid-Cap Stock Fund	Mutual Funds	—	—	$9K	0.2%
Fidelity Management Trust Co. Fidelity Dividend Growth Fund	Mutual Funds	—	—	$8K	0.2%
Fidelity Management Trust Co. Fidelity Freedom 2010 Fund - Class K	Mutual Funds	—	—	$3K	<0.1%