Retirement plan

I-LOGIX CUSTOMS, INC. RETIREMENT PLAN

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

I-LOGIX CUSTOMS, INC.EIN 27-4581254Plan #001PY 2025

780 S. NOGALES ST., UNIT E - CITY OF INDUSTRY, CA 91748626-839-8826ilogixchb.comLinkedIn11-50 employeestransportation/trucking/railroad

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$379K

+52.0% from 2024

Total participants

+18.2% from 2024

Average account balance

$29,166

+28.6% from 2024

Annual return

16.66%

+5.06 pp from 2024

Benchmarks

See 4,211 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort4,211 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$379K

Not enough data

1 years with asset history on file

Average account balance

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

$29K

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.

130.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$91K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$9K

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

+16.66%

Not enough data

1 years with return on file

Admin fee / account holder

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

$246

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

$3K

$319 / participant

Other / not subdivided$3K100.0%

% of EOY assets

0.842%

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

$29,166

$107,733-72.9%

$92,985-68.6%

$154,746-81.2%

Participation rate

100.0%

74.6%+25.4pp

69.5%+30.5pp

80.7%+19.3pp

Annual return

16.66%

30.39%-13.7pp

27.99%-11.3pp

172.34%-155.7pp

Employer contribution / active EE

$2,955

$3,126-5.5%

$2,662+11.0%

$4,379-32.5%

Participant deferral / active EE

$6,176

$5,053+22.2%

$4,377+41.1%

$6,730-8.2%

Admin fee / account holder

$246

$11,369-97.8%

$9,463-97.4%

$14,365-98.3%

I-LOGIX CUSTOMS, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

I-LOGIX CUSTOMS, 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