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Original filing (PDF)20251015171202NAL0005223857001
PALM BEACH LOGISTICS, LLC
Form 5500
FILING_RECEIVED
PALM BEACH LOGISTICS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
47% in single holding
Active participants
67
Accounts w/ balance
182
Plan assets (EOY)
$356K
Net assets (EOY)
$356K
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)
89
/ 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
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Mkt Mutual Fund" is 47% of plan.
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 PALM BEACH LOGISTICS, LLC.
Plan sponsor
Name
PALM BEACH LOGISTICS, LLC
EIN
84-3961533
Address
1171 SW 4TH CT · PALM BEACH LOGISTICS · BOCA RATON, FL · 33432
Phone
(813) 629-1974
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
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
CJ CPAS PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
6 direct securities· $342K(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mkt Mutual Fund | — | — | — | $162K | 45.5% | |
| Vanguard Total Intl Stock Mutual Fund | — | — | — | $98K | 27.6% | |
| Vanguard Shrt-Term Infl-Prot Sec Mutual Fund ** 301 Vanguard Total Bond Market Mutual Fund | — | — | — | $35K | 9.8% | |
| BANC Master Deposit Account A Interest bearing cash ** 6 DFA Emering Markets Small Cap I Mutual Fund ** 36 Vanguard Real Estate Mutual Fund | — | — | — | $28K | 7.9% | |
| Vanguard Total Intl Bd Mutual Fund | — | — | — | $16K | 4.5% | |
| Vanguard Small Cap Growth Mutual Fund ** 114 Vanguard Small Cap Mutual Fund ** 50 Vanguard Emerging Mkts Stock Mutual Fund ** 24 Notes receivable from participants Bearing interest at | — | — | — | $3K | 0.8% |
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