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Original filing (PDF)20251015163227NAL0006933264001
HARBOR LOGISTICS LLC
Form 5500
FILING_RECEIVED
HARBOR LOGISTICS LLC 401(K) PLAN
401(k) retirement plan
Active participants
202
Accounts w/ balance
170
Plan assets (EOY)
$2.7M
Net assets (EOY)
$2.7M
How this plan invests
This plan
16 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HARBOR LOGISTICS LLC.
Plan sponsor
Name
HARBOR LOGISTICS LLC
EIN
87-4069559
Address
4033 WEST MONTAGUE AVENUE · NORTH CHARLESTON, SC · 29418
Phone
(843) 202-2155
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
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MATTHEW LAYDON CAPITAL MANAGEMENT L | 38-4943958 | — | INVESTMENT/FINANCIAL ADVI | $7K | — |
Investments
16 direct securities· $2.6M(96% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $505K | 19.0% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $437K | 16.4% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $346K | 13.0% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $248K | 9.3% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $224K | 8.4% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $200K | 7.5% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $183K | 6.9% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $136K | 5.1% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $107K | 4.0% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $65K | 2.4% | |
| STATE ST EQUITY 500 INDEX K | Registered Investment Companies | — | — | $31K | 1.2% | |
| VAN TARG RETIRE 2070 | Registered Investment Companies | — | — | $30K | 1.1% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $22K | 0.8% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $7K | 0.3% | |
| ISHARES US AGGREGATE BD IDX K | Registered Investment Companies | — | — | $5K | 0.2% | |
| VAN TARG RETIRE 2065 445 REGISTERED INVESTMENT COMPANY VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $4K | 0.2% |
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