Retirement plan

CITATION LOGISTICS, LLC 401(K) PROFIT SHARING PLAN

Name: CITATION LOGISTICS, LLC - CITATION LOGISTICS, LLC 401(K) PROFIT SHARING PLAN (2025) Form 5500
Creator: CITATION LOGISTICS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, CITATION LOGISTICS, LLC 401(K) PROFIT SHARING PLAN, CITATION LOGISTICS, LLC

CITATION LOGISTICS, LLCEIN 46-2218769Plan #001PY 2025

670 BROWNSWITCH ROAD - US SLIDELL, LA 70458985-641-8233citationlogistics.comLinkedIn11-50 employeeslogistics and supply chain

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$1.7M

+17.0% from 2024

Total participants

+12.5% from 2024

Average account balance

$59,007

+8.7% from 2024

Annual return

20.24%

+2.02 pp from 2024

Benchmarks

See 1,563 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants25-99

Cohort1,563 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$1.65M

Not enough data

1 years with asset history on file

Average account balance

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

$59K

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.

82.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$346K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$10K

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

+20.24%

Not enough data

1 years with return on file

Admin fee / account holder

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

$13974

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 codes2E2F2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

$391K

$11508 / participant

Other / not subdivided$391K100.0%

% of EOY assets

23.682%

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

$59,007

$69,444-15.0%

$92,985-36.5%

$87,485-32.6%

Participation rate

76.5%

63.3%+13.2pp

69.5%+7.0pp

68.9%+7.5pp

Annual return

20.24%

23.85%-3.6pp

27.99%-7.8pp

26.06%-5.8pp

Employer contribution / active EE

$3,162

$1,917+64.9%

$2,662+18.8%

$2,596+21.8%

Participant deferral / active EE

$7,021

$3,364+108.7%

$4,377+60.4%

$4,274+64.3%

Admin fee / account holder

$13,974

$6,137+127.7%

$9,463+47.7%

$7,775+79.7%

CITATION LOGISTICS, LLC 401(K) PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

CITATION LOGISTICS, LLC 401(K) PROFIT SHARING 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