Vanguard Logistics Services (Usa) Inc. 401(K) Profit Sharing Plan — Form 5500 plan (Vanguard Logistics Services (Usa), Inc.)

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, Vanguard Logistics Services (Usa) Inc. 401(K) Profit Sharing Plan is a benefit plan reported by Vanguard Logistics Services (Usa), Inc. under EIN 95-3277084 and plan number 001. The latest loaded filing year is 2023. The filing reports 654 participants and $50,263,020 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Vanguard Logistics Services (Usa), Inc.
EIN
95-3277084
Plan number
001
Plan type
2
Location
Long Beach, CA
Latest filing year
2023
Participants
654
End-of-year plan assets
$50,263,020

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023654H, C20241011004948NAL0021105057001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$50,263,020
Total liabilities (EOY)
$74,991
Net assets (EOY)
$50,188,029
Net assets (BOY)
$43,643,036

Income & contributions

Employer contributions
$309,163
Participant contributions
$2,066,553
Total contributions
$2,536,524
Total income / additions
$9,834,897

Expenses & distributions

Benefits paid
$3,066,637
Administrative expenses
$108,731
Total expenses
$3,289,904
Net increase / (decrease)
$6,544,993

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
T Rowe Price Rps IncNONE$58,486$02023
Global Retirement Partners, LLCNONE$50,000not reported in the loaded dataset2023

Related Form 5500 pages