How big is Witron Integrated Logistics, Inc.'s plan?

Witron Integrated Logistics, Inc.'s plan reported $24.2M in assets and 1,070 participants for 2024.

Original filing (PDF)20260130100722NAL0007150048001

Witron Integrated Logistics, Inc.

Name: Witron Integrated Logistics, Inc. — Witron Integrate, Form 5500 (2024)
Creator: Witron Integrated Logistics, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Witron Integrated Logistics, Inc. 401(k) Plan

401(k) retirement plan · Witron Integrated Logistics, Inc.'s Witron Integrated Logistics, Inc. 401(k) Plan held $24.2M in plan assets for 1,070 participants in 2024, with Transamerica as recordkeeper.

Signals · 3

Late filing · 2.5 moLate participant contributionsCorrective distributions issued

Active participants

1,070

Accounts w/ balance

547

Plan assets (EOY)

$24.2M

Net assets (EOY)

$24.2M

People on this filing

Margie Dejesus signed Witron Integrated Logistics, Inc.'s 2024 Form 5500 as plan administrator.

Margie Dejesus — 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

Witron Integrated Logistics, Inc.'s EIN is 77-0393714.

EIN 77-0393714

Plan number 001

Plan year 2024

ACK ID 20260130100722NAL0007150048001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Witron Integrated Logistics, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

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

Plan health score

Average plan with room to improve

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 2.5 months past the 10.5-month grace window.
Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (6th percentile).

Plan sponsor

Name

WITRON INTEGRATED LOGISTICS, INC.

EIN

all filings

Address

3721 VENTURA DRIVE · ARLINGTON HEIGHTS, IL · 60004

Phone

(847) 385-6000

Industry

Professional & Technical Services

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

2026-01-30

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)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
TRANSAMERICA RETIREMENT SOLUTIONS,	13-3689044	—	RECORDKEEPER	$65K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
GLOBAL RETIREMENT PARTNERS LLC	47-1411118	—	INVESTMENT ADVISORY	$34K	—

Investments

37 direct securities· $24.9M(100% of reported assets)

Mutual Funds

$17.8M

23 holdings

Other securities

$5.8M

12 holdings

Bonds / Notes

$764K

1 holding

Common Stocks

$513K

1 holding

					% of plan
Fidelity Freedom Index 2030 Instl Prem Mutual Fund	Mutual Funds	—	—	$2.5M	10.5%
Fidelity Freedom Index 2060 Instl Prem Mutual Fund	Mutual Funds	—	—	$2.2M	8.9%
Vanguard Large Cap Index Adm Mutual Fund	Mutual Funds	—	—	$1.7M	7.0%
Fidelity Freedom Index 2050 Instl Prem Mutual Fund	Mutual Funds	—	—	$1.7M	6.9%
AB Large Cap Growth I Mutual Fund	Other securities	—	—	$1.6M	6.7%
Fidelity Freedom Index 2040 Instl Prem Mutual Fund	Mutual Funds	—	—	$1.4M	5.8%
Janus Henderson Global Tech and Innovt N Mutual Fund	Mutual Funds	—	—	$1.3M	5.5%
Fidelity Freedom Index 2045 Instl Prem Mutual Fund	Mutual Funds	—	—	$1.2M	4.9%
Fidelity Puritan Mutual Fund	Mutual Funds	—	—	$1.1M	4.5%
Fidelity Freedom Index 2025 Instl Prem Mutual Fund	Mutual Funds	—	—	$984K	4.1%
Fidelity Freedom Index 2055 Instl Prem Mutual Fund	Mutual Funds	—	—	$881K	3.6%
American Funds New Mutual Fund	Mutual Funds	—	—	$849K	3.5%
with maturity dates from 2025 - 2029	Other securities	—	—	$773K	3.2%
Participants Notes Receivable with interest rates of 4.25% to 9.50%	Bonds / Notes	—	—	$764K	3.2%
Parnassus Core Equity Investor Mutual Fund	Other securities	—	—	$752K	3.1%
Carillon Eagle Mid Cap Growth I Mutual Fund	Other securities	—	—	$693K	2.9%
JP Morgan Equity Income R6 Mutual Fund	Other securities	—	—	$522K	2.2%
American Century American Century Sho Dur St Inc R6	Common Stocks	—	—	$513K	2.1%
Fidelity Freedom Index 2065 Instl Prem Mutual Fund	Mutual Funds	—	—	$496K	2.1%
ClearBridge Small Cap Growth I Mutual Fund	Other securities	—	—	$411K	1.7%
Dodge & Cox Global Bond Mutual Fund	Mutual Funds	—	—	$377K	1.6%
Vanguard Mid Cap Index Adm Mutual Fund	Mutual Funds	—	—	$350K	1.4%
Vanguard Total Intl Stock Index Admiral Mutual Fund	Mutual Funds	—	—	$348K	1.4%
ClearBridge International Growth I Mutual Fund	Other securities	—	—	$322K	1.3%
T. Rowe Price Health Sciences Mutual Fund	Other securities	—	—	$216K	0.9%
Baird Core Plus Bond Inv Mutual Fund	Other securities	—	—	$212K	0.9%
Fidelity Freedom Index 2035 Instl Prem Mutual Fund	Mutual Funds	—	—	$151K	0.6%
American Century Small Cap Value R6 Mutual Fund	Other securities	—	—	$140K	0.6%
Vanguard Small Cap Index Adm Mutual Fund	Mutual Funds	—	—	$133K	0.6%
Cohen & Steers Real Estate Securitites I Mutual Fund	Other securities	—	—	$122K	0.5%
Vanguard Total Bond Market Index Adm Mutual Fund	Mutual Funds	—	—	$81K	0.3%
Janus Henderson Global Equity Income I Mutual Fund	Mutual Funds	—	—	$50K	0.2%
Principal MidCap Value I R6 Mutual Fund	Other securities	—	—	$42K	0.2%
Invesco Developing Markets R6 Mutual Fund	Mutual Funds	—	—	$28K	0.1%
Fidelity Freedom Index Inc Instl Prem Mutual Fund	Mutual Funds	—	—	$17K	<0.1%
Fidelity Freedom Index 2020 Instl Prem Mutual Fund	Mutual Funds	—	—	$11K	<0.1%
Fidelity Freedom Index 2010 Instl Prem Mutual Fund	Mutual Funds	—	—	$4K	<0.1%