Retirement plan

NLG LOGISTICS, INC. RETIREMENT PLAN

Name: NLG LOGISTICS, INC. - NLG LOGISTICS, INC. RETIREMENT PLAN (2024) Form 5500
Creator: NLG LOGISTICS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, NLG LOGISTICS, INC. RETIREMENT PLAN, NLG LOGISTICS, INC.

NLG LOGISTICS, INC.EIN 26-3740102Plan #001PY 2024

760 ATLANTA SOUTH PKWY, STE 100 - COLLEGE PARK, GA 30349770-633-3729LinkedIn1-10 employees

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$343K

+58.8% from 2023

Total participants

-16.7% from 2023

Average account balance

$68,663

+90.6% from 2023

Annual return

11.25%

-2.11 pp from 2023

Benchmarks

See 9,736 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort9,736 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$343K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$69K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

125.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$107K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$27K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.25%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$1524

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2G2J3D

Plan features

2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)

Expense breakdown

Schedule H Part II

Admin total

$8K

$1905 / participant

Other / not subdivided$8K100.0%

% of EOY assets

2.219%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$68,663

$90,614-24.2%

$76,089-9.8%

$145,877-52.9%

Participation rate

100.0%

74.5%+25.5pp

69.1%+30.9pp

80.3%+19.7pp

Annual return

11.25%

623.80%-612.5pp

360.94%-349.7pp

551.28%-540.0pp

Employer contribution / active EE

$3,324-100.0%

$2,690-100.0%

$4,663-100.0%

Participant deferral / active EE

$26,750

$5,168+417.6%

$4,259+528.0%

$6,691+299.8%

Admin fee / account holder

$1,524

$8,376-81.8%

$6,418-76.3%

$13,402-88.6%

NLG LOGISTICS, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

NLG LOGISTICS, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion