Original filing (PDF)20251007083714NAL0007768320001

COCONUT LOGISTICS LLC

Name: COCONUT LOGISTICS LLC — COCONUT LOGISTICS LLC 401(K) PLAN, Form 5500 (2024)
Creator: COCONUT LOGISTICS LLC

Form 5500

FILING_RECEIVED

COCONUT LOGISTICS LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

41% in single holding

Active participants

Accounts w/ balance

Plan assets (EOY)

$152K

Net assets (EOY)

$152K

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)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COCONUT LOGISTICS LLC.

Plan sponsor

Name

COCONUT LOGISTICS LLC

EIN

85-2597740

Address

445 HAMILTON AVENUE SUITE 1102 · WHITE PLAINS, NY · 10601

Phone

(646) 441-8410

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

2025-10-07

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)

Service providers (Schedule C)

No Schedule C providers reported

Investments

7 direct securities· $152K(100% of reported assets)

Uncategorized

$142K

6 holdings

Mutual Funds

$11K

1 holding

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Total Stock Mkt Idx Adm	—	—	—	$62K	40.7%
Vanguard Total Intl Stock Index Admiral	—	—	—	$41K	27.2%
Vanguard Total Bond Market Index Adm	—	—	—

Related plans

Similar-size Transportation & Warehousing plans

EZ LOGISTIX LLC

EZ LOGISTIX 401(K) PLAN

$153K · 84 participants

TDA LOGISTICS, LLC

TDA LOGISTICS, LLC 401(K) PROFIT SHARING PLAN

$153K

OVER-DELIVER LLC

OVER-DELIVER LLC 401(K) PLAN

$152K · 55 participants

STRAIGHTAWAY DELIVERY LLC

STRAIGHTAWAY DELIVERY 401(K) PLAN

$151K · 97 participants

TNCK LOGISTICS

TNCK LOGISTICS 401(K) PLAN

$151K · 59 participants