Original filing (PDF)20251013110817NAL0000526291001

LBA LOGISTICS LLC

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

Form 5500

FILING_RECEIVED

LBA LOGISTICS LLC 401(K) PLAN

401(k) retirement plan

Signals · 2

47% in single holdingNo recordkeeper disclosed

Active participants

202

Accounts w/ balance

317

Plan assets (EOY)

$415K

Net assets (EOY)

$415K

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)

/ 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

Participation health

Decision-maker contacts

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

Plan sponsor

Name

LBA LOGISTICS LLC

EIN

85-2929677

Address

95 TALBOT RD · HARRIMAN, NY · 10926

Phone

(212) 444-2521

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

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)

Service providers (Schedule C)

No Schedule C providers reported

Investments

6 direct securities· $404K(97% of reported assets)

Investment	Type	Shares / units	Cost	Current value	% of plan
Vanguard Total Stock Mkt Mutual Fund	—	—	—	$188K	45.2%
Vanguard Total Intl Stock Mutual Fund	—	—	—	$119K	28.7%
Vanguard Shrt-Term Infl-Prot Sec Mutual Fund ** 238 Vanguard Total Bond Market Mutual Fund	—	—	—	$41K	9.9%
BANC Master Deposit Account A Interest bearing cash ** 3 Vanguard Real Estate Mutual Fund	—	—	—	$32K

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