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Original filing (PDF)20250822121312NAL0005282849001
E-FORCE LOGISTICS LLC
Form 5500
FILING_RECEIVED
E-FORCE LOGISTICS LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
42% in single holdingNo recordkeeper disclosed
Active participants
116
Accounts w/ balance
101
Plan assets (EOY)
$167K
Net assets (EOY)
$167K
How this plan invests
This plan
10 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
88
/ 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
79
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund" is 42% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for E-FORCE LOGISTICS LLC.
Plan sponsor
Name
E-FORCE LOGISTICS LLC
EIN
88-1143370
Address
103 BELLGROVE · BOERNE, TX · 78015
Phone
(210) 248-4391
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
2025-08-22
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)
Audit & trust (Schedule H)
Auditor
ADKF, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
10 direct securities· $167K(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund | — | — | — | $70K | 42.1% | |
| Vanguard Total International Stock Index Fund Admiral Shares Mutual Fund | — | — | — | $40K | 23.8% | |
| Vanguard Total Bond Market Index Admiral Shares Mutual Fund | — | — | — | $16K | 9.5% | |
| Vanguard Real Estate Index Admiral Mutual Fund | — | — | — | $11K | 6.5% | |
| Vanguard Growth Index Admiral Mutual Fund | — | — | — | $10K | 6.0% | |
| Cash and Equivalents Cash | — | — | — | $7K | 3.9% | |
| Vanguard Total International Bond Index Fund Admiral Shares Mutual Fund | — | — | — | $6K | 3.7% | |
| Vanguard 500 Index Admiral Mutual Fund | — | — | — | $3K | 1.8% | |
| Vanguard FTSE Social Index Fund Admiral Shares Mutual Fund | — | — | — | $3K | 1.6% | |
| Vanguard Short-Term Inflation Protected Securities Index Fund Mutual Fund | — | — | — | $1K | 0.8% |