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Original filing (PDF)20251009165701NAL0011418736001
TOTAL PACKAGE LOGISTICS
Form 5500
FILING_RECEIVED
TOTAL PACKAGE LOGISTICS 401(K) PLAN
401(k) retirement plan
Signals · 2
44% in single holdingNo recordkeeper disclosed
Active participants
103
Accounts w/ balance
86
Plan assets (EOY)
$290K
Net assets (EOY)
$290K
How this plan invests
This plan
8 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
78
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Matrix Trust Company Vanguard Total Stock Market Index Fund Admiral Shares" is 44% 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 TOTAL PACKAGE LOGISTICS.
Plan sponsor
Name
TOTAL PACKAGE LOGISTICS
EIN
84-2312046
Address
7372 MONETA ST · LAKE WORTH, FL · 33467
Phone
(917) 886-2860
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
2025-10-09
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
BT&CO, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
8 direct securities· $281K(97% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Matrix Trust Company Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $125K | 43.0% | |
| Matrix Trust Company Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $76K | 26.4% | |
| Matrix Trust Company Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $28K | 9.7% | |
| Matrix Trust Company Vanguard Mid-Cap Value Index Fund Admiral Shares 9 * Matrix Trust Company Vanguard Mid-Cap Index Fund Admiral Shares 9 * Matrix Trust Company Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $21K | 7.4% | |
| Matrix Trust Company Vanguard Total International Bond Index Fund Admiral Shares | — | — | — | $12K | 4.3% | |
| Matrix Trust Company Cash 723 * Participants Participant loans with interest rate of 9.50% | — | — | — | $11K | 3.9% | |
| Matrix Trust Company Vanguard Value Index Fund Admiral Shares 11 * Matrix Trust Company BANC Master Deposit Account A | — | — | — | $5K | 1.7% | |
| Matrix Trust Company Vanguard Short-Term Bond Index Fund Admiral Shares 4 * Matrix Trust Company Vanguard Short-Term Inflation-Protected Securities | — | — | — | $1K | 0.4% |