Retirement plan

QUARTZ LOGISTICS ATLANTA, INC. RETIREMENT PLAN

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

QUARTZ LOGISTICS ATLANTA, INC.EIN 86-2150605Plan #001PY 2025

4227 PLEASANT HILL RD., BLDG 14, ST - DULUTH, GA 30096626-606-1394

Prospect flagsLow fidelity bond

How to read this page

Total assets (EOY)

$207K

+80.3% from 2024

Total participants

+100.0% from 2024

Average account balance

$51,663

-9.9% from 2024

Annual return

20.25%

+4.57 pp from 2024

Benchmarks

See 3,066 peers

Peer group

Industry48 - Transportation and Warehousing

Plan typeDefined contribution

Participants<25

Cohort3,066 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$207K

Not enough data

1 years with asset history on file

Average account balance

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

$52K

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.

133.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$69K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$23K

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

+20.25%

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 codes2E2F2G2J3D

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.
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).

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

$51,663

$106,588-51.5%

$94,215-45.2%

$155,188-66.7%

Participation rate

100.0%

74.3%+25.7pp

70.0%+30.0pp

80.8%+19.2pp

Annual return

20.25%

29.39%-9.1pp

28.22%-8.0pp

148.84%-128.6pp

Employer contribution / active EE

$4,581

$3,080+48.7%

$2,675+71.2%

$4,248+7.8%

Participant deferral / active EE

$18,355

$4,802+282.2%

$4,276+329.3%

$6,531+181.0%

Admin fee / account holder

$12,281-100.0%

$10,216-100.0%

$14,480-100.0%

QUARTZ LOGISTICS ATLANTA, INC. RETIREMENT PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Audit opinioni

QUARTZ LOGISTICS ATLANTA, INC. RETIREMENT PLAN

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