Retirement plan

MERGE LOGISTICS LLC

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

MERGE LOGISTICS LLCEIN 46-1517230Plan #001PY 2024

PO BOX 22 - NORTH PRAIRIE, WI 531530022414-982-2700LinkedIn1-10 employeespackage/freight delivery

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$905K

+32.8% from 2023

Total participants

0.0% from 2023

Average account balance

$452,290

+32.8% from 2023

Annual return

26.58%

-10.44 pp from 2023

Benchmarks

See 9,715 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort9,715 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$905K

Not enough data

1 years with asset history on file

Average account balance

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

$452K

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.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$43K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$21K

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

+26.58%

Not enough data

1 years with return on file

Admin fee / account holder

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

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 codes2J

Plan features

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.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

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

$452,290

$90,530+399.6%

$76,030+494.9%

$145,897+210.0%

Participation rate

100.0%

74.4%+25.6pp

69.1%+30.9pp

80.3%+19.7pp

Annual return

26.58%

625.08%-598.5pp

361.54%-335.0pp

552.29%-525.7pp

Employer contribution / active EE

$10,000

$3,319+201.3%

$2,688+272.1%

$4,663+114.5%

Participant deferral / active EE

$11,250

$5,164+117.8%

$4,257+164.3%

$6,689+68.2%

Admin fee / account holder

$8,383-100.0%

$6,421-100.0%

$13,390-100.0%

MERGE LOGISTICS LLC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

MERGE LOGISTICS LLC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Audit opinion

Benchmarks

Service providers

Opportunity flags

Audit opinion