Back to filter
Original filing (PDF)20250718120052NAL0000792643001
NEXT JENERATION LOGISTICS LLC
Form 5500-SF
FILING_RECEIVED
NEXT JENERATION LOGISTICS 401(K) PLAN
401(k) retirement plan
Active participants
101
Accounts w/ balance
95
Plan assets (EOY)
$548K
Net assets (EOY)
$548K
Plan health score (directional)
86
/ 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
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEXT JENERATION LOGISTICS LLC.
Plan sponsor
Name
NEXT JENERATION LOGISTICS LLC
EIN
84-1825762
Address
320 BROOKES DR. SUITE 227B · HAZELWOOD, MO · 63042
Phone
(314) 942-3342
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
2025-07-18
Pension benefit codes
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Transportation & Warehousing plans
SPUR LOGISTICS LLC
SPUR LOGISTICS LLC
$546K · 108 participants
HENNING LOGISTICS INC
HENNING LOGISTICS INC 401(K) PLAN
$546K · 91 participants
TASTY TRAILS LOGISTICS LLC
TASTY TRAILS LOGISTICS 401(K) PLAN
$540K · 81 participants
PINNACLE DELIVERY LLC
PINNACLE DELIVERY LLC 401(K) PLAN
$557K · 60 participants
FOXY DELIVERY SERVICE, INC.
FOXY DELIVERY SERVICE 401(K) PLAN
$560K · 55 participants
SANTOSA DELIVERY
SANTOSA DELIVERY 401(K) PLAN
$536K · 68 participants
Large plans in Missouri
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
$12.4B · 50,491 participants
BAYER CORPORATION
BAYER CORPORATION SAVINGS AND RETIREMENT PLAN
$10.8B · 17,218 participants
ASCENSION HEALTH DBA ASCENSION HEALTHCARE
ASCENSION HEALTHCARE MASTER PENSION TRUST
$8.0B
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONAL
BOILERMAKER-BLACKSMITH NATIONAL PENSION TRUST
$7.5B · 27,660 participants
WASHINGTON UNIVERSITY IN ST. LOUIS
WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN
$7.5B · 27,547 participants
EMERSON ELECTRIC COMPANY
EMERSON ELECTRIC CO. DEFINED CONTRIBUTION PLANS MASTER TRUST
$7.4B