Original filing (PDF)20240514193441NAL0057298912001

ALPHA ZETA LOGISTIX LLC

Name: ALPHA ZETA LOGISTIX LLC — ALPHA ZETA LOGISTIX 401(K) PLAN, Form 5500 (2023)
Creator: ALPHA ZETA LOGISTIX LLC

Form 5500-SF

FILING_RECEIVED

ALPHA ZETA LOGISTIX 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

218

Accounts w/ balance

Plan assets (EOY)

$30K

Net assets (EOY)

$30K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALPHA ZETA LOGISTIX LLC.

Plan sponsor

Name

ALPHA ZETA LOGISTIX LLC

EIN

84-4640235

Address

6333 PACIFIC AVE · STOCKTON, CA · 95207

Phone

(916) 544-3464

Industry

Transportation & Warehousingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-05-14

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)

Service providers (Schedule C)

Small plans don't disclose service providers

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