· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SAM'S DELIVERY SERVICE LLC — SAMS DELIVERY SERVICE LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250718134857NAL0001909313001
SAM'S DELIVERY SERVICE LLC
Form 5500-SF
FILING_RECEIVED
SAMS DELIVERY SERVICE LLC 401(K) PLAN
401(k) retirement plan
Active participants
66
Accounts w/ balance
155
Plan assets (EOY)
$258K
Net assets (EOY)
$258K
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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SAM'S DELIVERY SERVICE LLC
.
Find decision makers
Plan sponsor
Name
SAM'S DELIVERY SERVICE LLC
EIN
85-1647203
Address
28364 S. WESTERN AVE · BOX 610 · RANCHO PALOS VERDES, CA · 90275
Phone
(424) 435-8067
Industry
Transportation & Warehousing
see 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
2025-07-18
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
Related plans
Similar-size Transportation & Warehousing plans
JLM LOGISTICS, INC
JLM LOGISTICS 401(K) PLAN
$258K · 8 participants
UPPER VALLEY LOGISTICS LLC
UPPER VALLEY LOGISTICS LLC 401(K) PLAN
$257K · 56 participants
T3PL, LLC
T3PL, LLC PROFIT SHARING/401(K) PLAN AND TRUST
$259K · 3 participants
ZULU LOGISTIX LLC
ZULU LOGISTIX 401(K) PLAN
$259K · 88 participants
E & R TRANSPORTATION, LLC
E & R TRANSPORTATION 401(K) PLAN
$256K · 38 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
PIONEER VNS, INC.
PIONEER VNS, INC. 401(K) PLAN
$260K · 37 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
