Original filing (PDF)20250912113342NAL0000793715001

TAMPA BAY AREA LOGISTICS LLC

Name: TAMPA BAY AREA LOGISTICS LLC — TAMPA BAY AREA LOGISTICS LLC 401(K) PLAN, Form 5500 (2024)
Creator: TAMPA BAY AREA LOGISTICS LLC

Form 5500

FILING_RECEIVED

TAMPA BAY AREA LOGISTICS LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

47% in single holding

Active participants

Accounts w/ balance

139

Plan assets (EOY)

$240K

Net assets (EOY)

$240K

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)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TAMPA BAY AREA LOGISTICS LLC.

Plan sponsor

Name

TAMPA BAY AREA LOGISTICS LLC

EIN

83-4347250

Address

8507 SANDY BEACH ST · TAMPA, FL · 33634

Phone

(813) 784-7798

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

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

No Schedule C providers reported

Investments

7 direct securities· $237K(99% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Total Stock Mkt Mutual Fund	—	—	—	$110K	45.9%
Vanguard Total Intl Stock Mutual Fund	—	—	—	$67K	28.0%
Vanguard Short-Term Infl-Prot Mutual Fund ** 462 Vanguard Total Bond Mkt Mutual Fund	—	—	—	$20K	8.1%
Vanguard Real Estate Mutual Fund	—	—	—	$19K