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Department of Labor filing

BLUE-GRACE LOGISTICS, LLC

BLUE-GRACE LOGISTICS 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Sep 11, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

There is not enough comparable filing data to judge this plan yet. This is a filing comparison, not a complete benefits score.

$Employer support
Not reported

Reported employer contributions per active participant.

#People in the filing
498

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$164 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 52% of comparable plans
↗Investment performance
Not available

Plan assets changed 22.3%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.
What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓
Filing comparison · 2024—There is not enough comparable filing data to calculate this yet.

How this filing compares

Reported employer contributionsNot enough dataTypical peer $3,137 · based on 5,509 comparable plans
Lower reported administrative expense52nd percentileTypical peer $173 · based on 5,672 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, BLUE-GRACE LOGISTICS, LLC reported Not reported in employer contributions across the plan and 498 active participants. That works out to Not reported per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy85%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendNot enough history

Change in reported employer contribution per active participant across the filing history shown.

Expense trendUp 27.2%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer contextNot enough data

Comparable-plan data is too limited for a score.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions
Not reported
Participant contributions
$2,066,947
Other contributions
$126,484
Employer share of reported contributions
Not reported
Beginning assets
$11,629,236
Ending assets
$14,224,151
Ending net assets
$14,224,151
Ending liabilities
$0
Total income
$4,025,779
Total expenses
$1,430,864
Administrative expenses
$107,864
Participant loans
$277,314

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant
2022
$791
2023
$892
2024
Not reported
Plan-paid administrative expenses per participant
2022
$129
2023
$159
2024
$164
Active participants
2022
532
2023
559
2024
498
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024Not reported49814.2M20250911052325NAL0000065009001
2023$89255911.6M20241014142429NAL0053949426001
2022$7915328.2M20230810230822NAL0016702963001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets
1.9%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Not stated in the filing
Public plan identifier
260673770-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
May 1, 2011
Industry
Professional, scientific, and technical services
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2A2E2F2G2J2K2T3D3H

Reported service providers

Organizations named in the latest filing

The public dataset does not always identify a provider’s exact role. Compensation stays blank when it was not separately reported.

ProviderPlan yearDirect compensationIndirect compensation
ALLIANZ GLOBAL INVESTORS DISTRIBUTO2024Not reportedunknown
AMERICAN FUNDS DISTRIBUTORS, INC.2024Not reportedunknown
BLACKROCK INVESTMENTS, INC.2024Not reportedunknown
CARILLON FUNDS2024Not reportedunknown
COHEN & STEERS CAPITAL MANAGEMENT2024Not reportedunknown
COLUMBIA2024Not reportedunknown
DIMENSIONAL FUND ADVISORS2024Not reportedunknown
EATON VANCE DISTRIBUTORS, INC.2024Not reportedunknown
FIDELITY DISTRIBUTORS CORP.2024Not reportedunknown
INVESCO2024Not reportedunknown
J.P. MORGAN INVESTMENT MANAGEMENT2024Not reportedunknown
JANUS DISTRIBUTORS, LLC2024Not reportedunknown
MFS FUND DISTRIBUTORS, INC.2024Not reportedunknown
NATIONWIDE FUND DISTRIBUTORS LLC2024Not reportedunknown
PUTNAM RETAIL MANAGEMENT2024Not reportedunknown
THORNBURG SECURITIES CORPORATION2024Not reportedunknown
VANGUARD2024Not reportedunknown

Current plan terms

Help fill the gap the filing leaves.

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Filing ACK_ID20250911052325NAL0000065009001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗