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Original filing (PDF)20251015221830NAL0007394992001
AIG LOGISTICS, LLC
Form 5500
FILING_RECEIVED
AIG LOGISTICS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
46% in single holdingNo recordkeeper disclosed
Active participants
131
Accounts w/ balance
122
Plan assets (EOY)
$145K
Net assets (EOY)
$145K
How this plan invests
This plan
6 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
77
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Mkt Inx Adm Mutual Fund a" is 46% 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 AIG LOGISTICS, LLC.
Plan sponsor
Name
AIG LOGISTICS, LLC
EIN
84-1892393
Address
1852 W. 11TH ST. #122 · TRACY, CA · 95376
Phone
(408) 655-7730
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
2025-10-15
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)
Audit & trust (Schedule H)
Auditor
BMSS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
6 direct securities· $144K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Inx Adm Mutual Fund a | — | — | — | $67K | 46.2% | |
| Vanguard Total Intl Stock Inx Adm Mutual Fund a | — | — | — | $47K | 32.3% | |
| Vanguard Short-Term Infl-Prot Sec Idx Adm Mutual Fund a 135 Vanguard Small Cap Growth Idx Adm Mutual Fund a 37 Vanguard Total Bond Market Ind Adm Mutual Fund a | — | — | — | $12K | 8.5% | |
| Vanguard Real Estate Index Admiral Mutual Fund a | — | — | — | $12K | 8.1% | |
| Vanguard Total Intl Bd Idx Adm Mutual Fund a | — | — | — | $5K | 3.4% | |
| Vanguard Federal Money Market Investor Money Market Fund a 393 Vanguard 500 Index Admiral Mutual Fund a | — | — | — | $2K | 1.1% |
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