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Original filing (PDF)20251014072327NAL0001072403001
GOAT LOGISTICS LLC
Form 5500-SF
FILING_RECEIVED
GOAT LOGISTICS LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
85
Accounts w/ balance
15
Plan assets (EOY)
$291K
Net assets (EOY)
$291K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- Only 18% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GOAT LOGISTICS LLC.
Plan sponsor
Name
GOAT LOGISTICS LLC
EIN
85-2956127
Address
7 N WATERLOO RD, SUITE #874 · DEVON, PA · 19333
Phone
(610) 831-9744
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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