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Original filing (PDF)20251010112651NAL0004184659001
ABLE FREIGHT SERVICES, LLC
Form 5500
FILING_RECEIVED
ABLE FREIGHT SERVICES, LLC 401(K) PLAN
401(k) retirement plan
Active participants
227
Accounts w/ balance
128
Plan assets (EOY)
$7.0M
Net assets (EOY)
$7.0M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
80
Knocking points off
- 56% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ABLE FREIGHT SERVICES, LLC.
Plan sponsor
Name
ABLE FREIGHT SERVICES, LLC
EIN
84-3789185
Address
5340 WEST 104TH STREET · LOS ANGELES, CA · 90045
Phone
(310) 568-8883
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WINDES INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $17K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FMB RETIREMENT SERVICES | 45-5297987 | — | ADVISOR | $16K | — |
| GALLAGHER FIDUCIARY ADVISORS LLC | 36-4291971 | — | ADVISOR | $9K | — |
Investments
26 direct securities· $7.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FDM IDX 2035 IPR Mutual Fund | — | — | — | $1.7M | 25.0% | |
| FID FDM IDX 2030 IPR Mutual Fund | — | — | — | $1.2M | 17.0% | |
| FID FDM IDX 2040 IPR Mutual Fund | — | — | — | $1.1M | 16.4% | |
| FID FDM IDX 2020 IPR Mutual Fund | — | — | — | $835K | 12.0% | |
| FID FDM IDX 2045 IPR Mutual Fund | — | — | — | $640K | 9.2% | |
| FID FDM IDX 2025 IPR Mutual Fund | — | — | — | $305K | 4.4% | |
| FID FDM IDX 2050 IPR Mutual Fund | — | — | — | $267K | 3.8% | |
| FID FDM IDX 2055 IPR Mutual Fund | — | — | — | $215K | 3.1% | |
| VANG 500 INDEX ADM Mutual Fund | — | — | — | $144K | 2.1% | |
| FID FDM IDX 2060 IPR Mutual Fund | — | — | — | $104K | 1.5% | |
| Notes receivable from participants 4.25% - 9.50% | — | — | — | $95K | 1.4% | |
| DFA SH DUR RL RET IS Mutual Fund | — | — | — | $47K | 0.7% | |
| DFA INVT GRD PORT IS Mutual Fund | — | — | — | $46K | 0.7% | |
| DFA US SUSTAIN CORE1 Mutual Fund | — | — | — | $43K | 0.6% | |
| AVANTIS EM EQ INST Mutual Fund | — | — | — | $27K | 0.4% | |
| DFA US SM CAP VALUE Mutual Fund | — | — | — | $27K | 0.4% | |
| AVANTIS INTL EQ INST Mutual Fund | — | — | — | $21K | 0.3% | |
| DFA US CORE EQ 2 I Mutual Fund | — | — | — | $20K | 0.3% | |
| DFA INTL CORE EQ I Mutual Fund | — | — | — | $19K | 0.3% | |
| FID FDM IDX 2065 IPR Mutual Fund | — | — | — | $18K | 0.3% | |
| DFA US VECTOR EQ I Mutual Fund | — | — | — | $10K | 0.1% | |
| FID GOVT MMKT K6 Money Market Fund $ | — | — | — | $8K | 0.1% | |
| DFA REAL EST SEC I Mutual Fund 357 DFA INTL SUS CORE 1 Mutual Fund | — | — | — | $7K | 0.1% | |
| AVANTIS US EQ INST Mutual Fund | — | — | — | $7K | <0.1% | |
| DFA INTL SM CAP VAL Mutual Fund | — | — | — | $6K | <0.1% | |
| DFA EM SUST CORE 1 I Mutual Fund | — | — | — | $2K | <0.1% |
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