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Original filing (PDF)20250912144152NAL0000879683001
GENBLU LOGISTICS, LLC
Form 5500
FILING_RECEIVED
GENBLU LOGISTICS, LLC 401 (K) PLAN
401(k) retirement plan
Signals · 2
42% in single holdingNo recordkeeper disclosed
Active participants
117
Accounts w/ balance
161
Plan assets (EOY)
$162K
Net assets (EOY)
$162K
How this plan invests
This plan
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Concentration risk
79
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Mkt Idx Adm Mutural Fund n/a" is 42% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENBLU LOGISTICS, LLC.
Plan sponsor
Name
GENBLU LOGISTICS, LLC
EIN
83-1985762
Address
1545 CROSSWAYS BLVD STE 250 · CHESAPEAKE, VA · 233200218
Phone
(757) 777-3979
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
2025-09-12
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ALEXANDER & WILLIAMS
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
7 direct securities· $161K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Idx Adm Mutural Fund n/a | — | — | — | $68K | 42.2% | |
| Vanguard Total Intl Stock Index Admiral Mutural Fund n/a | — | — | — | $43K | 26.5% | |
| Vanguard Shrt-Term Infl-Prot Sec Idx Adm Mutural Fund n/a 316 * Vanguard Total Bond Market Index Adm Mutural Fund n/a | — | — | — | $18K | 11.2% | |
| BANC Master Deposit Account A Mutural Fund n/a 419 * Vanguard Real Estate Index Admiral Mutural Fund n/a | — | — | — | $13K | 8.2% | |
| Non-Interest Bearing Cash n/a | — | — | — | $9K | 5.5% | |
| Vanguard Total Intl Bd Idx Admiral Mutural Fund n/a | — | — | — | $8K | 4.8% | |
| Notes receivable from participants Maturity date of September - | — | — | — | $2K | 1.2% |
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