Lineage Logistics 401(K) Plan — Form 5500 plan (Lineage Logistics Holdings, LLC)
Plain-English plan 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, Lineage Logistics 401(K) Plan is a benefit plan reported by Lineage Logistics Holdings, LLC under EIN 30-0707700 and plan number 002. The latest loaded filing year is 2023. The filing reports 9,193 participants and $422,803,770 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lineage Logistics Holdings, LLC
- EIN
- 30-0707700
- Plan number
- 002
- Plan type
- 2
- Location
- Novi, MI
- Latest filing year
- 2023
- Participants
- 9,193
- End-of-year plan assets
- $422,803,770
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,193 | H, C | 20240905090420NAL0021356609001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $422,803,770
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $422,803,770
- Net assets (BOY)
- $289,194,678
Income & contributions
- Employer contributions
- $16,852,957
- Participant contributions
- $33,745,219
- Total contributions
- $56,315,507
- Total income / additions
- $112,668,718
Expenses & distributions
- Benefits paid
- $31,454,939
- Administrative expenses
- $996,526
- Total expenses
- $32,452,313
- Net increase / (decrease)
- $80,216,405
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| The Vanguard Group, Inc. | NONE | $863,608 | $0 | 2023 |
| Vanguard Advisers Inc. | NONE | $164,545 | not reported in the loaded dataset | 2023 |
| Baker Tilly Us Llp | NONE | $41,040 | not reported in the loaded dataset | 2023 |
| Sageview Advisory Group LLC | NONE | $40,000 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lineage Logistics Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in MI
- 401(k) and benefit plan filings in Novi, MI
- The Vanguard Group, Inc. — Schedule C compensation
- Vanguard Advisers Inc. — Schedule C compensation
- Baker Tilly Us Llp — Schedule C compensation
- Sageview Advisory Group LLC — Schedule C compensation