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Original filing (PDF)20251009071739NAL0010964192001
FLAGGER FORCE, LLC
Form 5500
FILING_RECEIVED
FLAGGER FORCE, LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
72% in single holding~232 bps in Sched C fees
Active participants
2,076
Accounts w/ balance
1,505
Plan assets (EOY)
$5.5M
Net assets (EOY)
$5.5M
How this plan invests
This plan
1 pooled trust
Schedule D
18 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Cl 0 Mutual Funds Vanguard Vanguard LifeStrategy Moderate Gr N/R" is 72% of plan.
- 232 bps in Schedule C fees — 346% above peer band of 52 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FLAGGER FORCE, LLC.
Plan sponsor
Name
FLAGGER FORCE, LLC
EIN
02-0639360
Address
8170 ADAMS DRIVE · HUMMELSTOWN, PA · 17036
Phone
(717) 482-8800
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENSERV PLAN SERVICES, INC | — | COLUMBIA, SC | RECORDKEEPER | $114K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHEAST FINANCIAL GROUP | — | TANNERSVILLE, PA | INVESTMENT MANAGEMENT | $14K | — |
Investments
17 direct securities · 1 pooled fund· $5.5M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$5.5M
17 holdings
Common Collective Trust
$40K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Cl 0 Mutual Funds Vanguard LifeStrategy Moderate Gr N/R | — | — | — | $3.9M | 71.5% | |
| Inv Vanguard LifeStrategy Cnsrv Gr Inv N/R | — | — | — | $529K | 9.6% | |
| Vanguard LifeStrategy Growth Inv N/R | — | — | — | $222K | 4.0% | |
| AllianceBernstein AB Large Cap Growth Z N/R | — | — | — | $204K | 3.7% | |
| Vanguard Mid Cap Index Admiral N/R | — | — | — | $117K | 2.1% | |
| Vanguard 500 Index Admiral N/R | — | — | — | $94K | 1.7% | |
| Vanguard LifeStrategy Income Inv N/R | — | — | — | $87K | 1.6% | |
| PGIM Investments PGIM High Yield Z N/R | — | — | — | $58K | 1.1% | |
| Vanguard Small Cap Index Adm N/R | — | — | — | $52K | 0.9% | |
| Vanguard Equity-Income Adm N/R | — | — | — | $41K | 0.7% | |
| RRELIANCE METLIFE GAC SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $40K | 0.7% | |
| Cohen & Steers Cohen & Steers Instl Realty Shares N/R | — | — | — | $35K | 0.6% | |
| Putnam Investments Putnam Large Cap Value Y N/R | — | — | — | $30K | 0.5% | |
| MFS International Equity R6 N/R | — | — | — | $26K | 0.5% | |
| DFA Emerging Markets Core Equity N/R | — | — | — | $16K | 0.3% | |
| I John Hancock Investment JHancock Bond I N/R | — | — | — | $8K | 0.1% | |
| Management Dimensional Fund Advisors DFA Inflation-Protected Securities I N/R | — | — | — | $6K | 0.1% | |
| PGIM Investments PGIM Global Total Return R6 N/R 262 Invesco Main Street Small Cap R6 N/R 262 Money Market Fund Vanguard Treasury Money Market N/R | — | — | — | $2K | <0.1% |