Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Lineage Logistics Holdings
Administrative expenses excluding investment management, per participant · largest plan, Lineage Logistics 401(k) Plan · plan year 2024
$152.52
Higher than 91% of the 2,324 plans $250M to 1B that report it.
= $1,380,601 / 9,052
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015081605NAL0004046177001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015081605NAL0004046177001, received 2025-10-15
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-15.
Recordkeeping fees per participant
not reported
Not reported on this filing.
Administrative expenses excluding investment management, per participantheadline
$152.52
Higher than 91% of the 2,324 plans $250M to 1B that report it.
= $1,380,601 / 9,052
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015081605NAL0004046177001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015081605NAL0004046177001, received 2025-10-15
Administrative expenses per participant
$152.52
Higher than 82% of the 2,405 plans $250M to 1B that report it.
= $1,380,601 / 9,052
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015081605NAL0004046177001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015081605NAL0004046177001, received 2025-10-15
Administrative expenses as a share of assets
0.280%
Higher than 97% of the 2,407 plans $250M to 1B that report it.
= $1,380,601 / $492,509,087
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015081605NAL0004046177001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015081605NAL0004046177001, received 2025-10-15
Employer contributions per participant
$2,135
Higher than 29% of the 2,457 plans $250M to 1B that report it.
= $19,327,885 / 9,052
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015081605NAL0004046177001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015081605NAL0004046177001, received 2025-10-15
Employer share of total contributions
30.3%
Higher than 48% of the 2,459 plans $250M to 1B that report it.
= $19,327,885 / $63,683,890
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015081605NAL0004046177001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015081605NAL0004046177001, received 2025-10-15
Plan terms are not published in public filings.
| Plan | Assets | Participants with a balance | Headline | Year |
|---|---|---|---|---|
| Lineage Logistics 401(k) Plan | $492,509,087 | 9,052 | $152.52 administrative expenses excl. investment management, per participant | 2024 |
| The Preferred Group 401(k) Retirement Planfinal filing | $0 | 0 | 2023 |
Sponsor name as filed: LINEAGE LOGISTICS HOLDINGS, LLC; SEC registrant: Lineage Logistics Holdings, LLC (CIK 2079437, matched by EIN).