2023 Form 5500 filing — Lineage Logistics 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240905090420NAL0021356609001) for Lineage Logistics 401(K) Plan, reported by Lineage Logistics Holdings, LLC under EIN 30-0707700 and plan number 002. It reports 9,193 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240905090420NAL0021356609001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Lineage Logistics Holdings, LLC
- EIN
- 30-0707700
- Plan number
- 002
- Location
- Novi, MI
- Participants
- 9,193
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $422,803,770
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $422,803,770
- Employer contributions
- $16,852,957
- Participant contributions
- $33,745,219
- Total income / additions
- $112,668,718
- Benefits paid
- $31,454,939
- Administrative expenses
- $996,526
- Total expenses
- $32,452,313
- Net increase / (decrease)
- $80,216,405
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $863,608 | $0 |
| Vanguard Advisers Inc. | NONE | $164,545 | not reported in the loaded dataset |
| Baker Tilly Us Llp | NONE | $41,040 | not reported in the loaded dataset |
| Sageview Advisory Group LLC | NONE | $40,000 | not reported in the loaded dataset |