How big is Next Phase Logistics LLC's plan?

Next Phase Logistics LLC's plan reported $31K in assets and 49 participants for 2024.

Original filing (PDF)20250721072557NAL0002423634001

Next Phase Logistics LLC

Name: Next Phase Logistics LLC — Next Phase Logistics, Form 5500 (2024)
Creator: Next Phase Logistics LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Next Phase Logistics 401(k) Plan

401(k) retirement plan · Next Phase Logistics LLC's Next Phase Logistics 401(k) Plan held $31K in plan assets for 49 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$31K

Net assets (EOY)

$31K

People on this filing

Shirley Horner signed Next Phase Logistics LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Next Phase Logistics LLC's EIN is 99-1403878.

EIN 99-1403878

Plan number 001

Plan year 2024

ACK ID 20250721072557NAL0002423634001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Next Phase 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

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NEXT PHASE LOGISTICS LLC.

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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