Blue-Grace Logistics 401(K) Plan — Form 5500 plan (Blue-Grace Logistics, LLC)

Plain-English plan 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, Blue-Grace Logistics 401(K) Plan is a benefit plan reported by Blue-Grace Logistics, LLC under EIN 26-0673770 and plan number 001. The latest loaded filing year is 2023. The filing reports 606 participants and $11,629,236 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Blue-Grace Logistics, LLC
EIN
26-0673770
Plan number
001
Plan type
2
Location
Riverview, FL
Latest filing year
2023
Participants
606
End-of-year plan assets
$11,629,236

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023606H, C20241014142429NAL0053949426001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$11,629,236
Total liabilities (EOY)
$0
Net assets (EOY)
$11,629,236
Net assets (BOY)
$8,170,150

Income & contributions

Employer contributions
$498,410
Participant contributions
$2,059,154
Total contributions
$2,703,813
Total income / additions
$4,434,417

Expenses & distributions

Benefits paid
$675,659
Administrative expenses
$96,235
Total expenses
$992,650
Net increase / (decrease)
$3,441,767

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Adp, Inc.RECORD KEEPER$69,906$02023
Psi Advisors LLCINVESTMENT/FINANCIAL ADVI$26,370$02023
Mesirow Financial Investment ManageINVESTMENT/FINANCIAL ADVI$0$02023

Related Form 5500 pages