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Original filing (PDF)20251013154056NAL0002341456001
COMMITMENT LOGISTICS LLC
Form 5500
FILING_RECEIVED
COMMITMENT LOGISTICS LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
47% in single holdingNo recordkeeper disclosed
Active participants
113
Accounts w/ balance
255
Plan assets (EOY)
$307K
Net assets (EOY)
$307K
How this plan invests
This plan
5 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
76
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Matrix Trust Company Vanguard Total Stock Market Index Fund Admiral Shares" 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 COMMITMENT LOGISTICS LLC.
Plan sponsor
Name
COMMITMENT LOGISTICS LLC
EIN
85-2814772
Address
513 MILLSTONE SPRINGS DR · NOLENSVILLE, TN · 37135
Phone
(708) 341-0588
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
BT&CO., P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
5 direct securities· $306K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Matrix Trust Company Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $145K | 47.4% | |
| Matrix Trust Company Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $93K | 30.3% | |
| Matrix Trust Company Vanguard Short-Term Inflation-Protected Securities 338 Index Fund Admiral Shares * Matrix Trust Company Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $30K | 9.7% | |
| Matrix Trust Company Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $25K | 8.3% | |
| Matrix Trust Company Vanguard Total International Bond Index Fund Admiral Shares | — | — | — | $13K | 4.2% |