Plan Ledger DOL Form 5500 · updated monthly

Co Logistics LLC401(k)

CO LOGISTICS LLC 401(K) PLAN · KISSIMMEE, FL · plan year 2024

Reported admin expense ratio · 2024
0.43%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Co Logistics LLC reported $812 in plan administrative expenses for 2024: 0.43% of average plan assets, lower than ~75% of peers. Employer contributions averaged $473 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.15% to 0.43%. The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Florida (3,557th of 3,644), and 2,530th of 2,677 in transportation & warehousing. In 2024, employees put in $1.80 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$277,440
Participants with balances194
Active participants176
Employer contributions$83,164
Employee contributions$149,608
Employer contribution per active participant$473
Average account balance$1,430
Benefits paid to participants$71,282
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$277K · 194 accts · $83K emplr
2023$98K · 147 accts · $31K emplr
Administrative expenses, itemized · 2024
Investment management$812
Total administrative$812
The Co Logistics LLC 401(k) match · 2024
Employer contribution per active participant$473
Median for plans this size$540
2024$473 per active participant
2023$252 per active participant

Co Logistics LLC's 2024 employer contribution ran below the $540 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2024$812 · 0.43%
2023$150 · 0.15%
Similar plansTransportation & Warehousing · Florida
Optimal US Logistics Inc FL$361K · 0.53%
Palm Beach Logistics, LLC FL$356K · 0.44%
Total Package Logistics FL$290K · 0.46%
Shore Delivery LLC FL$287K · 0.54%
Aerothrust Holdings LLC FL$261K · 3.06%
St Pete Delivery Inc FL$255K · 0.49%

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Source: U.S. Department of Labor, Form 5500 series, EIN 852807125 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.