Back to filter
Original filing (PDF)20250829163835NAL0022644402001
WINDIGO LOGISTICS
Form 5500
FILING_RECEIVED
WINDIGO LOGISTICS NON-UNION EMPLOYEES 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 9.4 mo
Active participants
294
Accounts w/ balance
334
Plan assets (EOY)
$12.2M
Net assets (EOY)
$12.2M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
88
/ 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
75
Concentration risk
75
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Filed 9.4 months past the 10.5-month grace window.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (1 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WINDIGO LOGISTICS.
Plan sponsor
Name
WINDIGO LOGISTICS
EIN
83-0688316
Address
1933 TOWER ROAD · AURORA, CO · 80011
Phone
(719) 382-1820
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2025-08-29
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BOYUM & BARENSHEER, PLLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC | 13-3036745 | — | RECORD KEEPER | $0 | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | — | OTHER FEES | $2K | — |
| THE HAYS FINANCIAL GROUP. LLC | 41-1931920 | — | INVESTMENT/FINANCIAL ADV | $0 | — |
Investments
1 pooled fund· $0(0% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | $0 | <0.1% |
Related plans
Other plans using VOYA RETIREMENT INSURANCE AND ANNUI
SENTARA HEALTH
SENTARA 403(B) SAVINGS PLAN
$3.7B · 30,766 participants
CSI USA INC.
CONSTELLATION SOFTWARE (U.S.A.) INC. RETIREMENT SAVINGS PLAN
$1.6B · 12,475 participants
ONESKY, LLC
ONESKY FLIGHT, LLC 401(K) RETIREMENT SAVINGS PLAN
$502.3M · 3,745 participants
KARL STORZ ENDOSCOPY-AMERICA, INC.
KARL STORZ ENDOSCOPY-AMERICA, INC. EMPLOYEE SAVINGS PLAN
$467.4M · 2,147 participants
LIBERTY UTILITIES SERVICE CORP.
LIBERTY UTILITIES NATIONAL 401(K) PLAN
$443.3M · 2,462 participants
TORRANCE HEALTH ASSOCIATION
TORRANCE HEALTH ASSOCIATION 403(B) PLAN
$406.1M · 5,025 participants
Similar-size Transportation & Warehousing plans
SUNLAND LOGISTICS SOLUTIONS, INC.
SUNLAND LOGISTICS SOLUTIONS, INC. 401(K) SALARY REDUCTION PLAN & TRUST
$12.1M · 310 participants
PEOPLES SERVICES, INC.
PEOPLES SERVICES, INC. 401(K) RETIREMENT PLAN
$12.4M · 935 participants
ACE CORPORATE SUPPORT, INC.
ACE WORLD WIDE 401(K) PLAN
$12.4M · 145 participants
SMART WAREHOUSING, LLC
SMART WAREHOUSING, LLC 401(K) PLAN
$12.0M · 480 participants
WRT WORLD ENTERPRISES INC
WRT WORLD ENTERPRISES INC 401(K) PROFIT SHARING PLAN & TRUST
$12.0M · 41 participants
BROWN DISTRIBUTING COMPANY, LLC
BROWN DISTRIBUTING COMPANY EMPLOYEE RETIREMENT PLAN
$11.9M · 174 participants
Large plans in Colorado
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JPMORGAN INVESTMENT MANAGEMENT FUND (SALC2)
$6.0B
DAVITA INC.
DAVITA RETIREMENT SAVINGS PLAN
$3.8B · 56,918 participants
EMPOWER ANNUITY INSURANCE COMPANY
LARGE CAP GROWTH JENNISON FUND (SALG6)
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA
FUTUREFUNDS SERIES ACCOUNT II OF GREAT-WEST LIFE & ANNUITY INSURANCE COMPANY
$3.6B
EMPOWER ANNUITY INSURANCE COMPANY
BLACKROCK S&P INDEX FUND (SA4CJ)
$3.4B
EMPOWER ANNUITY INSURANCE COMPANY
CORE PLUS BOND PGIM FUND (SACPP)
$3.0B