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Original filing (PDF)20251015051616NAL0007872258001
ENGINEERED LOGISTICS LLC
Form 5500
FILING_RECEIVED
CLEVELAND LOGISTICS COMPANY LLC 401K
401(k) retirement plan
Signals · 2
No auditor on file~442 bps in Sched C fees
Active participants
288
Accounts w/ balance
303
Plan assets (EOY)
$403K
Net assets (EOY)
$403K
How this plan invests
This plan
1 pooled trust
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
79
/ 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
60
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- No independent qualified public accountant (IQPA) named.
- 442 bps in Schedule C fees — 180% above peer band of 158 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENGINEERED LOGISTICS LLC.
Plan sponsor
Name
ENGINEERED LOGISTICS LLC
EIN
86-3995014
Address
2550 DETROIT AVE · 215 · CLEVELAND, OH · 44113
Phone
(216) 903-3976
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
2025-10-15
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)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $18K | — |
Investments
19 direct securities · 1 pooled fund· $409K(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$395K
19 holdings
Common Collective Trust
$15K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID Freedom Index 2060 Premier Mutual Fund | — | — | — | $83K | 20.7% | |
| Pri Real Estate Securities R6 Mutual Fund ** 68 FIR Freedom Index 2020 Premier Mutual Fund ** 3 Vanguard Intermediate Term Bon Mutual Fund ** 2 FID Freedom Index 2065 Premier Mutual Fund | — | — | — | $82K | 20.3% | |
| FID Freedom Index 2055 Premier Mutual Fund | — | — | — | $72K | 17.9% | |
| FID Freedom Index 2030 Premier Mutual Fund | — | — | — | $53K | 13.2% | |
| FID Freedom Index 2045 Premier Mutual Fund | — | — | — | $27K | 6.6% | |
| FID Free Indx 2015 Prem Mutual Fund ** 96 FID Freedom Index 2050 Premier Mutual Fund | — | — | — | $24K | 6.0% | |
| Blackrock Total Return K Mutual Fund ** 4 FID Freedom Index 2040 Premier Mutual Fund | — | — | — | $17K | 4.3% | |
| INVESCO STABLE ASSET - ADPZ INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $15K | 3.7% | |
| Trust Notes Receivables from Participants Bearing interest at | — | — | — | $11K | 2.7% | |
| FID Freedom Index 2035 Premier Mutual Fund | — | — | — | $4K | 1.1% | |
| Nuveen Samll cap Blend Index R6 Mutual Fund ** 2 Blackrock High Yield K Mutual Fund ** 57 FID Freedom Index Inc Premier Mutual Fund ** 143 Vanguard MID Cap Index Mutual Fund | — | — | — | $3K | 0.6% | |
| AMF Growth Fund of America R6 Mutual Fund | — | — | — | $3K | 0.6% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | 0.6% | |
| performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither. | — | — | $3K | $3K | 0.6% | |
| Yes No Amount a | — | — | — | $3K | 0.6% | |
| Vanguard SM Cap Val Index Adm Mutual Fund ** 137 State St Equity 500 Index K Mutual Fund | — | — | — | $2K | 0.6% | |
| Vanguard Small Cap Index Admrl Mutual Fund | — | — | — | $2K | 0.4% | |
| GS Inflation Protected SEC R6 Mutual Fund ** 7 JPMorgan Equity Income Fund R6 Mutual Fund ** 235 T. Rowe Price Dividend GR Mutual Fund ** 572 FID Freedom Index 2025 Premier Mutual Fund | — | — | — | $1K | 0.3% | |
| Vanguard EMG Mkts Stk Idx Adm Mutual Fund | — | — | — | $1K | 0.3% | |
| Ishares MSCI EAFE Intl Index K Mutual Fund | — | — | — | $1K | 0.3% |
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