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Original filing (PDF)20251013094544NAL0001640528001
MADE IT LOGISTICS LLC
Form 5500
FILING_RECEIVED
MADE IT LOGISTICS LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
47% in single holdingNo recordkeeper disclosed
Active participants
121
Accounts w/ balance
101
Plan assets (EOY)
$267K
Net assets (EOY)
$267K
How this plan invests
This plan
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 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
77
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Mutual fund" is 47% of plan.
- No recordkeeper disclosed on Schedule C.
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 MADE IT LOGISTICS LLC.
Plan sponsor
Name
MADE IT LOGISTICS LLC
EIN
85-2168929
Address
1415 SHADOW HILLS DRIVE · SAN MARCOS, CA · 92069
Phone
(310) 210-9840
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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
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
7 direct securities· $262K(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Mutual fund | — | — | — | $122K | 45.7% | |
| Vanguard Total Intl Stock Mutual fund | — | — | — | $84K | 31.5% | |
| Vanguard Long-Term Bond Mutual fund ** 54 Vanguard Real Estate Mutual fund | — | — | — | $21K | 8.0% | |
| Vanguard Total Bond Mutual fund | — | — | — | $20K | 7.4% | |
| Vanguard Total Intl Bd Mutual fund | — | — | — | $8K | 3.0% | |
| Notes receivable from participants Bearing interest at | — | — | — | $5K | 1.9% | |
| BANC Master Deposit Account A Interest Bearing Cash ** 2 Vanguard Emerging Mkts Stock Mutual fund | — | — | — | $1K | 0.4% |
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