2023 Form 5500 filing — Blue-Grace Logistics 401(K) 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 20241014142429NAL0053949426001) for Blue-Grace Logistics 401(K) Plan, reported by Blue-Grace Logistics, LLC under EIN 26-0673770 and plan number 001. It reports 606 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014142429NAL0053949426001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Blue-Grace Logistics, LLC
- EIN
- 26-0673770
- Plan number
- 001
- Location
- Riverview, FL
- Participants
- 606
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $11,629,236
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $11,629,236
- Employer contributions
- $498,410
- Participant contributions
- $2,059,154
- Total income / additions
- $4,434,417
- Benefits paid
- $675,659
- Administrative expenses
- $96,235
- Total expenses
- $992,650
- Net increase / (decrease)
- $3,441,767
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Adp, Inc. | RECORD KEEPER | $69,906 | $0 |
| Psi Advisors LLC | INVESTMENT/FINANCIAL ADVI | $26,370 | $0 |
| Mesirow Financial Investment Manage | INVESTMENT/FINANCIAL ADVI | $0 | $0 |