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Original filing (PDF)20251001104803NAL0031435314001
BLG LOGISTICS, INC.
Form 5500
FILING_RECEIVED
BLG LOGISTICS INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
~84 bps in Sched C feesNo recordkeeper disclosed
Active participants
205
Accounts w/ balance
158
Plan assets (EOY)
$2.1M
Net assets (EOY)
$2.1M
How this plan invests
This plan
21 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 84 bps in Schedule C fees — 61% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BLG LOGISTICS, INC..
Plan sponsor
Name
BLG LOGISTICS, INC.
EIN
90-0169021
Address
6801 5TH STREET · NORTHPORT, AL · 35476
Phone
(404) 586-6835
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
2025-10-01
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
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEAMERICA RETIREMENT SERVICES, LLC | 46-5378846 | — | NONE | $18K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
21 direct securities· $2.1M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Inv Fund " | — | — | — | $350K | 16.3% | |
| Vanguard Target Retirement 2030 Inv Fund " | — | — | — | $310K | 14.4% | |
| Vanguard Target Retirement 2045 inv Fund " | — | — | — | $203K | 9.5% | |
| Vanguard Target Retirement 2035 Inv Fund " | — | — | — | $158K | 7.3% | |
| Vanguard Target Retirement 2050 Inv Fund " | — | — | — | $143K | 6.6% | |
| Vanguard Target Retirement 2060 Inv Fund " | — | — | — | $141K | 6.6% | |
| Participant Loans (5.25% - 10.50%) - | — | — | — | $137K | 6.4% | |
| Vanguard Small Cap Index Admiral Fund " | — | — | — | $107K | 5.0% | |
| Vanguard Total Bond Market Index Adm Fund " | — | — | — | $106K | 4.9% | |
| Vanguard Target Retirement 2040 Inv Fund " | — | — | — | $98K | 4.6% | |
| Vanguard Target Retirement 2065 Inv Fund " | — | — | — | $96K | 4.5% | |
| Vanguard Mid Cap Index Admiral Fund " | — | — | — | $62K | 2.9% | |
| Vanguard 500 Index Admiral Fund " | — | — | — | $61K | 2.9% | |
| Vanguard Developed Markets Index Admiral Fund " | — | — | — | $60K | 2.8% | |
| Vanguard Target Retirement 2020 Inv Fund " | — | — | — | $22K | 1.0% | |
| Vanguard Target Retirement Income Inv Fund " | — | — | — | $19K | 0.9% | |
| Vanguard Explorer Admiral Fund " | — | — | — | $13K | 0.6% | |
| Vanguard Target Retirement 2025 Inv Fund " | — | — | — | $11K | 0.5% | |
| Principal Blue Chip R-6 Fund " | — | — | — | $5K | 0.2% | |
| American Century Small Cap Value R6 Fund Mutual fund ** 496 MFS Mid Cap Value R6 Fund " | — | — | — | $3K | 0.1% | |
| MFS Value R6 Fund " | — | — | — | $3K | 0.1% |
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