How big is SUM Logistics LLC's plan?

SUM Logistics LLC's plan reported $100K in assets and 46 participants for 2024.

Original filing (PDF)20250718150018NAL0000913187001

SUM Logistics LLC

Name: SUM Logistics LLC — SUM Logistics 401(k) Plan, Form 5500 (2024)
Creator: SUM Logistics LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SUM Logistics 401(k) Plan

401(k) retirement plan · SUM Logistics LLC's SUM Logistics 401(k) Plan held $100K in plan assets for 46 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$100K

Net assets (EOY)

$100K

People on this filing

Marcus Bowie signed SUM Logistics LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

SUM Logistics LLC's EIN is 92-3545524.

EIN 92-3545524

Plan number 001

Plan year 2024

ACK ID 20250718150018NAL0000913187001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for SUM Logistics LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

SUM Logistics LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

SUM LOGISTICS LLC

EIN

all filings

Address

7310 SE CROSSWINDS DR · ANKENY, IA · 50021

Phone

(515) 205-6442

Industry

Transportation & Warehousing

Plan administrator