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Original filing (PDF)20250814165943NAL0009761201001
VX LOGISTICS LLC
Form 5500
FILING_RECEIVED
VX LOGISTICS LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
47% in single holding
Active participants
80
Accounts w/ balance
197
Plan assets (EOY)
$115K
Net assets (EOY)
$115K
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 Market Index Fund 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 VX LOGISTICS LLC.
Plan sponsor
Name
VX LOGISTICS LLC
EIN
85-1712801
Address
10089 WILLOW CREEK RD · #200 · SAN DIEGO, CA · 92131
Phone
(858) 692-1084
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
2025-08-14
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)
Audit & trust (Schedule H)
Auditor
METZ CPA, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
6 direct securities· $114K(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Mutual Fund | — | — | — | $53K | 46.3% | |
| Vanguard Total International Stock Index Fund Mutual Fund | — | — | — | $34K | 29.3% | |
| Vanguard Total Bond Market Index Admiral Fund Mutual Fund | — | — | — | $11K | 9.1% | |
| Vanguard Real Estate Index Admiral Fund Mutual Fund | — | — | — | $9K | 7.9% | |
| Vanguard Total International Bond Index Fund Mutual Fund | — | — | — | $4K | 3.8% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund Mutual Fund 761 BANC Master Deposit Account A Money Market 1 Cash Noninterest-bearing cash | — | — | — | $2K | 2.0% |