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Original filing (PDF)20251014140346NAL0006316274001
PIONEER LOGISTICS, LLC
Form 5500
FILING_RECEIVED
PIONEER LOGISTICS 401(K) PLAN
401(k) retirement plan
Signals · 2
48% in single holdingNo recordkeeper disclosed
Active participants
141
Accounts w/ balance
208
Plan assets (EOY)
$650K
Net assets (EOY)
$650K
How this plan invests
This plan
12 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
76
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Vanguard Total Stock Market Index Admiral" is 48% 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 PIONEER LOGISTICS, LLC.
Plan sponsor
Name
PIONEER LOGISTICS, LLC
EIN
84-2989328
Address
1421 HEIGHTS RD · LAKE ORION, MI · 48362
Phone
(248) 410-1600
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
2025-10-14
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)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
12 direct securities· $647K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Admiral | — | — | — | $307K | 47.3% | |
| Vanguard Total International Stock Index Fund Admiral | — | — | — | $185K | 28.5% | |
| Vanguard Total Bond Market Index Admiral | — | — | — | $58K | 8.8% | |
| Vanguard Real Estate Index Admiral | — | — | — | $53K | 8.2% | |
| Vanguard Total International Bond Index Fund Admiral | — | — | — | $26K | 4.1% | |
| Banc of California Banc Master Deposit Account A ** 4 * Participant Loans to participants, bearing interest from 9.0% to 9.5% | — | — | — | $7K | 1.1% | |
| Vanguard FTSE Social Index Fund Admiral | — | — | — | $3K | 0.5% | |
| Global Real Estate DFA Global Real Estate Securities Port | — | — | — | $2K | 0.3% | |
| Vanguard Interm-Term Bond Index Admiral | — | — | — | $2K | 0.3% | |
| Vanguard Developed Markets Index Admiral | — | — | — | $1K | 0.2% | |
| Vanguard Mid-Cap Growth Index Admiral | — | — | — | $1K | 0.2% | |
| Vanguard Mid-Cap Value Index Admiral | — | — | — | $1K | 0.2% |
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