How big is Bear Logistics Services, LLC's plan?

Bear Logistics Services, LLC's plan reported $234K in assets and 59 participants for 2024.

Original filing (PDF)20250717142035NAL0000711634001

Bear Logistics Services, LLC

Name: Bear Logistics Services, LLC — Bear Logistics, Form 5500 (2024)
Creator: Bear Logistics Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bear Logistics Services 401(k) Plan

401(k) retirement plan · Bear Logistics Services, LLC's Bear Logistics Services 401(k) Plan held $234K in plan assets for 59 participants in 2024.

Active participants

Accounts w/ balance

128

Plan assets (EOY)

$234K

Net assets (EOY)

$234K

People on this filing

Marcus Bowie signed Bear Logistics Services, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Bear Logistics Services, LLC's EIN is 85-2877123.

EIN 85-2877123

Plan number 001

Plan year 2024

ACK ID 20250717142035NAL0000711634001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bear Logistics Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bear Logistics Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BEAR LOGISTICS SERVICES, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

BEAR LOGISTICS SERVICES, LLC

EIN

all filings

Address

1697 EAGLE NEST CT · SARASOTA, FL · 34232

Phone

(941) 704-3189

Industry

Transportation & Warehousing

Plan administrator