Retirement plan

QUARTZ LOGISTICS, INC. (LAX) RETIREMENT PLAN

Name: QUARTZ LOGISTICS, INC. (LAX) - QUARTZ LOGISTICS, INC. (LAX) RETIREMENT PLAN (2025) Form 5500
Creator: QUARTZ LOGISTICS, INC. (LAX)
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, QUARTZ LOGISTICS, INC. (LAX) RETIREMENT PLAN, QUARTZ LOGISTICS, INC. (LAX)

QUARTZ LOGISTICS, INC. (LAX)EIN 27-3262405Plan #001PY 2025

780 S. NOGALES ST., UNIT D - CITY OF INDUSTRY, CA 91748626-606-2001

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$2.6M

+45.5% from 2024

Total participants

0.0% from 2024

Average account balance

$73,454

+45.5% from 2024

Annual return

17.88%

+2.53 pp from 2024

Benchmarks

See 947 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort947 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$2.64M

Not enough data

1 years with asset history on file

Average account balance

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

$73K

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.

109.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$509K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$15K

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

+17.88%

Not enough data

1 years with return on file

Admin fee / account holder

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

$208

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

ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$7K

$227 / participant

Other / not subdivided$7K100.0%

% of EOY assets

0.284%

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

$73,454

$72,471+1.4%

$94,215-22.0%

$86,983-15.6%

Participation rate

93.9%

63.9%+30.1pp

70.0%+24.0pp

69.5%+24.4pp

Annual return

17.88%

26.44%-8.6pp

28.22%-10.3pp

25.83%-8.0pp

Employer contribution / active EE

$3,156

$1,936+63.0%

$2,675+18.0%

$2,584+22.1%

Participant deferral / active EE

$12,267

$3,397+261.1%

$4,276+186.9%

$4,194+192.5%

Admin fee / account holder

$208

$6,468-96.8%

$10,216-98.0%

$7,856-97.3%

QUARTZ LOGISTICS, INC. (LAX) RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

QUARTZ LOGISTICS, INC. (LAX) 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