Retirement plan

ALL POINTS LOGISTICS 401K PLAN

Name: ALL POINTS LOGISTICS, LLC - ALL POINTS LOGISTICS 401K PLAN (2024) Form 5500
Creator: ALL POINTS LOGISTICS, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ALL POINTS LOGISTICS 401K PLAN, ALL POINTS LOGISTICS, LLC

ALL POINTS LOGISTICS, LLCEIN 58-2280715Plan #001PY 2024

190 S SYKES CREEK PARKWAY, SUITE 4 - MERRITT ISLAND, FL 32952321-735-8642allpointsllc.comLinkedIn201-500 employeesinformation technology and services

Prospect flagsHigh fees

How to read this page

Total assets (EOY)

$32.3M

+5.3% from 2023

Total participants

436

-7.2% from 2023

Average account balance

$85,064

+14.1% from 2023

Annual return

13.10%

-3.45 pp from 2023

Benchmarks

See 1,035 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants250-999

Cohort1,035 peers

Snapshot2024

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

Analytics

Total assets (EOY)

Plan-year ending balance

$32.32M

Not enough data

1 years with asset history on file

Average account balance

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

$85K

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.

380

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.

80.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.26M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$11K

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

+13.10%

Not enough data

1 years with return on file

Admin fee / account holder

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

$461

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 4 by compensation

Provider	Service type	Compensation
GREAT-WEST LIFE & ANNUITY INSURANCE3 years Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 06-0974148 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111	Recordkeeping Fees	$149,712
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 55 · EIN 95-2834236 15921 SORAWATER DR · LITHIA, FL 33547	Other Commissions	$58,840
THE AIMPOINT GROUP9 years Service code 13 · EIN 46-1931817 P.O. BOX 1586 · POMPANO BEACH, FL 33061	Contract Administrator	$18,541
GREAT-WEST LIFE & ANNUITY INSURANCE1 year Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111	Investment Management	$5,708

Plan features & details

Pension benefit codes2E2J2K2F2G3D

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).
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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
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

$175K

$617 / participant

Recordkeeping$162K92.5%
Contract admin$13K7.5%

% of EOY assets

0.542%

all-in expense ratio

Categories reported

2 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: H&CO, LLP
Auditor EIN: 472427769
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$85,064

$65,960+29.0%

$81,844+3.9%

$77,736+9.4%

Participation rate

80.3%

65.8%+14.5pp

72.4%+7.9pp

70.6%+9.7pp

Annual return

13.10%

26.64%-13.5pp

778.87%-765.8pp

31.26%-18.2pp

Employer contribution / active EE

$3,231

$2,375+36.0%

$2,916+10.8%

$2,728+18.5%

Participant deferral / active EE

$8,251

$3,505+135.4%

$4,323+90.8%

$4,651+77.4%

Admin fee / account holder

$461

$526-12.4%

$7,355-93.7%

$433+6.5%

Provider

Service type

Compensation

GREAT-WEST LIFE & ANNUITY INSURANCE3 years

Filed as: EMPOWER ANNUITY INSURANCE COMPANY

Service code 64 · EIN 06-0974148

8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111

Recordkeeping Fees

$149,712

LPL FINANCIAL1 year

Filed as: LPL FINANCIAL LLC

Service code 55 · EIN 95-2834236

15921 SORAWATER DR · LITHIA, FL 33547

Other Commissions

$58,840

THE AIMPOINT GROUP9 years

Service code 13 · EIN 46-1931817

P.O. BOX 1586 · POMPANO BEACH, FL 33061

Contract Administrator

$18,541

GREAT-WEST LIFE & ANNUITY INSURANCE1 year

Filed as: EMPOWER ADVISORY GROUP, LLC

Service code 28

8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111

Investment Management

$5,708

ALL POINTS LOGISTICS 401K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ALL POINTS LOGISTICS 401K 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