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Original filing (PDF)20251014174133NAL0004690224001
APL LOGISTICS AMERICAS, LTD
Form 5500
FILING_RECEIVED
THE SAVE PLAN
401(k) retirement plan
Active participants
2,669
Accounts w/ balance
2,171
Plan assets (EOY)
$174.7M
Net assets (EOY)
$174.7M
How this plan invests
This plan
3 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 24 bps in Schedule C fees — 135% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for APL LOGISTICS AMERICAS, LTD.
Plan sponsor
Name
APL LOGISTICS AMERICAS, LTD
EIN
94-3017941
Address
14350 N 87TH STREET · SUITE 350 · SCOTTSDALE, AZ · 85260
Phone
(602) 357-9100
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
REDW LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $273K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALLAN LLC | 82-2748926 | — | CONSULTANT | $107K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REDW LLC | 85-0203431 | — | ACCOUNTANT/AUDITOR | $31K | — |
Investments
24 direct securities · 3 pooled funds· $189.7M(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
$169.3M
24 holdings
Common Collective Trust
$20.5M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Party in Identity of Issue, Borrower, Rate of Interest, Collateral, (d) Current Interest Lessor, or Similar Party Par, or Maturity Value Cost Value * Fidelity Investment Advisors Fidelity 500 Index Fund | — | — | — | $34.8M | 19.9% | |
| Vanguard Funds Vanguard Target Retirement 2030 | — | — | — | $14.3M | 8.2% | |
| Vanguard Funds Vanguard Target Retirement 2035 | — | — | — | $12.7M | 7.3% | |
| American Funds The Growth Fund of America R6 | — | — | — | $11.3M | 6.5% | |
| Vanguard Funds Vanguard Target Retirement 2040 | — | — | — | $10.4M | 5.9% | |
| Galliard Stable Return | — | — | — | $9.1M | 5.2% | |
| GALLIARD STBLE RTN E WELLS FARGO BANK, N.A. · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $9.1M | 5.2% | |
| JP Morgan JPM Equity Income R6 | — | — | — | $8.9M | 5.1% | |
| Vanguard Funds Vanguard Target Retirement 2045 | — | — | — | $8.1M | 4.7% | |
| Vanguard Funds Vanguard Target Retirement 2050 | — | — | — | $7.5M | 4.3% | |
| Vanguard Funds Vanguard Target Retirement 2025 | — | — | — | $6.4M | 3.6% | |
| William Blair William Blair Small-Mid Cap Growth Collective Investment Fund | — | — | — | $6.2M | 3.5% | |
| WM BLAIR SMID GR CIT GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 007 | Common Collective Trust | — | — | $6.2M | 3.5% | |
| Vanguard Funds Vanguard Target Retirement Income | — | — | — | $6.1M | 3.5% | |
| Wellington Trust Company, N.A. WTC-CIF II International Opportunities | — | — | — | $5.1M | 2.9% | |
| WT INTL OPPS WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 159 | Common Collective Trust | — | — | $5.1M | 2.9% | |
| Fidelity Investment Advisors Fidelity Low Priced Stock Fund | — | — | — | $4.4M | 2.5% | |
| Vanguard Funds Vanguard Target Retirement 2020 | — | — | — | $4.4M | 2.5% | |
| Vanguard Funds Vanguard Target Retirement 2055 | — | — | — | $4.1M | 2.4% | |
| Fidelity Investment Advisors Fidelity U.S. Bond Index Fund | — | — | — | $3.5M | 2.0% | |
| Dimensional Fund Advisors U.S. Small Cap Value Portfolio Institutional Class | — | — | — | $3.5M | 2.0% | |
| Fidelity Brokerage Services, Inc. Self-Directed Brokerage Accounts | — | — | — | $3.4M | 1.9% | |
| Vanguard Funds Vanguard Target Retirement 2060 | — | — | — | $2.2M | 1.3% | |
| Dodge & Cox Dodge & Cox Income Fund Class X | — | — | — | $2.2M | 1.2% | |
| Vanguard Funds Vanguard Target Retirement 2065 | — | — | — | $532K | 0.3% | |
| Vanguard Funds Vanguard Target Retirement 2070 | — | — | — | $64K | <0.1% | |
| Fidelity Government Money Market Fidelity Investment Advisors * Premium Class | — | — | — | $17K | <0.1% |