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Original filing (PDF)20250811130301NAL0008593456001
SUPPLYLOGIC, LLC DBA SLWM
Form 5500
FILING_RECEIVED
SLWM 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
202
Accounts w/ balance
292
Plan assets (EOY)
$25.1M
Net assets (EOY)
$25.1M
How this plan invests
This plan
2 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 40 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUPPLYLOGIC, LLC DBA SLWM.
Plan sponsor
Name
SUPPLYLOGIC, LLC DBA SLWM
EIN
84-4489591
Address
1400 UNIVERSAL AVE · KANSAS CITY, MO · 64120
Phone
(816) 483-3282
Industry
Manufacturingsee 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
2025-08-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC. | 33-0785439 | — | NONE | $50K | — |
| NWPS | 91-2090931 | TOWSON, MD | NONE | $43K | — |
| CHARLES SCHWAB BANK | 42-1558009 | — | NONE | $8K | — |
Investments
27 direct securities · 2 pooled funds· $25.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Mutual Funds
$23.6M
25 holdings
Common Collective Trust
$1.1M
2 holdings
Uncategorized
$283K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds 2030 Target Date R6 N/R | Mutual Funds | — | — | $3.0M | 11.9% | |
| American Funds 2025 Target Date R6 N/R | Mutual Funds | — | — | $2.4M | 9.5% | |
| American Funds 2045 Target Date R6 N/R | Mutual Funds | — | — | $2.2M | 8.8% | |
| American Funds 2040 Target Date R6 N/R | Mutual Funds | — | — | $2.0M | 8.0% | |
| Putnam Large Cap Growth R6 N/R | Mutual Funds | — | — | $1.9M | 7.4% | |
| American Funds 2035 Target Date R6 N/R | Mutual Funds | — | — | $1.8M | 7.2% | |
| American Funds 2055 Target Date R6 N/R | Mutual Funds | — | — | $1.4M | 5.6% | |
| American Funds New Perspective R6 N/R | Mutual Funds | — | — | $1.3M | 5.2% | |
| American Funds 2050 Target Date R6 N/R | Mutual Funds | — | — | $1.3M | 5.2% | |
| Vanguard Total Stock Mkt Idx Adm N/R | Mutual Funds | — | — | $891K | 3.5% | |
| American Funds American Mutual R6 N/R | Mutual Funds | — | — | $800K | 3.2% | |
| Vanguard 500 Index Adm N/R | Mutual Funds | — | — | $758K | 3.0% | |
| American Funds 2020 Target Date R6 N/R | Mutual Funds | — | — | $705K | 2.8% | |
| CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $684K | 2.7% | |
| American Funds Amer Balanced R6 N/R | Mutual Funds | — | — | $599K | 2.4% | |
| INTERNATIONAL GROWTH FUND II GREAT GRAY TRUST · EIN 38-4139842 / PN 619 | Common Collective Trust | — | — | $462K | 1.8% | |
| Invesco Small Cap Growth R6 N/R | Mutual Funds | — | — | $407K | 1.6% | |
| Pioneer Bond K N/R | Mutual Funds | — | — | $369K | 1.5% | |
| American Funds New World R6 N/R | Mutual Funds | — | — | $353K | 1.4% | |
| Vanguard Short Term Bond Index Adm N/R | Mutual Funds | — | — | $269K | 1.1% | |
| PIMCO Income Fund Instl N/R | Mutual Funds | — | — | $242K | 1.0% | |
| American Funds 2060 Target Date R6 N/R | Mutual Funds | — | — | $237K | 0.9% | |
| American Funds 2015 Target Date R6 N/R | Mutual Funds | — | — | $227K | 0.9% | |
| American Funds Small Cap World R6 N/R | Mutual Funds | — | — | $204K | 0.8% | |
| Fund II Class R1 * Participant Loans Interest rates: 5.25% to 9.50% $0 | — | — | — | $198K | 0.8% | |
| Lord Abbett Short Duration Income R6 N/R | Mutual Funds | — | — | $160K | 0.6% | |
| American Funds Income Fund of N/R | Mutual Funds | — | — | $111K | 0.4% | |
| America R6 Mutual Fund Fidelity Advisor Real Estate Income Z N/R | — | — | — | $85K | 0.3% | |
| American Funds 2065 Target Date R6 N/R | Mutual Funds | — | — | $57K | 0.2% |
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