2023 Form 5500 filing — Vanguard Logistics Services (Usa) Inc. 401(K) Profit Sharing Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011004948NAL0021105057001) for Vanguard Logistics Services (Usa) Inc. 401(K) Profit Sharing Plan, reported by Vanguard Logistics Services (Usa), Inc. under EIN 95-3277084 and plan number 001. It reports 654 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).

EFAST2 acknowledgement
20241011004948NAL0021105057001
Filing year
2023
Form type
2
Plan sponsor
Vanguard Logistics Services (Usa), Inc.
EIN
95-3277084
Plan number
001
Location
Long Beach, CA
Participants
654
Schedules available
Schedule H, Schedule C
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$50,263,020
Total liabilities (EOY)
$74,991
Net assets (EOY)
$50,188,029
Employer contributions
$309,163
Participant contributions
$2,066,553
Total income / additions
$9,834,897
Benefits paid
$3,066,637
Administrative expenses
$108,731
Total expenses
$3,289,904
Net increase / (decrease)
$6,544,993
Schedule source
Schedule H

Reported service provider compensation (Schedule C)

Compensation reported on the 2023 filing
ProviderServiceDirect comp.Indirect comp.
T Rowe Price Rps IncNONE$58,486$0
Global Retirement Partners, LLCNONE$50,000not reported in the loaded dataset

Related Form 5500 pages