Department of Labor filing

SMART MOTION LOGISTICS

SMART MOTION LOGISTICS 401(K) PLAN · For the plan year ended Dec 31, 2024

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Public filing 2024 · received Jan 23, 2026Verified current terms Not available

Plan at a glance

How good does the filing look?

42filing comparison
out of 100

The filing looks broadly typical among comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support
$335

Reported employer contributions per active participant.

Higher than about 17% of comparable plans
#People in the filing
92

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.
¢Visible plan-paid fees
$3 / participant

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

Lower cost than about 100% of comparable plans
Investment performance
Not available

Plan assets changed 133.2%, 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 · 202442out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions17th percentileTypical peer $1,982 · based on 30 comparable plans
Lower reported administrative expense100th percentileTypical peer $117 · based on 31 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, SMART MOTION LOGISTICS reported $30,821 in employer contributions across the plan and 92 active participants. That works out to $335 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 proxy41%

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 trendUp 15.3%

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

Expense trendUp 73.6%

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

Peer context42/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

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
$30,821
Participant contributions
$54,783
Other contributions
Not reported
Employer share of reported contributions
36.0%
Beginning assets
$58,917
Ending assets
$137,388
Ending net assets
$137,388
Ending liabilities
$0
Total income
$97,135
Total expenses
$18,664
Administrative expenses
$439
Participant loans
$4,306

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
2023
$291
2024
$335
Plan-paid administrative expenses per participant
2023
$2
2024
$3
Active participants
2023
71
2024
92
Detailed filing history
Plan yearPer active participantActive participantsPlan assetsFiling ID
2024$33592137.4K20260123093346NAL0002857427001
2023$2917158.9K20260123093229NAL0008170834001

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
3.1%
Independent accountant’s opinion
Unqualified opinion Code 1
Late participant contributions reported
Yes
Public plan identifier
270887005-001

Reported plan details

Identity and filing status

Plan type
Retirement plan
Employer arrangement
Single-employer plan
Plan effective date
Jan 1, 2023
Industry
Transportation and warehousing
Amended filing
No
Final filing for this plan
No
Short plan year
No
401(k) feature reported
Yes
Show DOL characteristic codes2E2F2G2J2K2S2T

Current plan terms

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Filing ACK_ID20260123093346NAL0002857427001
Data sourceDOL Form 5500 bulk data ↗
Filing searchEFAST2 ↗