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Original filing (PDF)20240205120024NAL0040298432001
FIVE STAR TRANSPORTATION, INC.
Form 5500
FILING_RECEIVED
FIVE STAR TRANSPORTATION, INC. 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 20.7 moNo recordkeeper disclosed
Active participants
290
Accounts w/ balance
134
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score
74
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
65
Knocking points off
- Filed 20.7 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
- Only 46% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIVE STAR TRANSPORTATION, INC..
Plan sponsor
Name
FIVE STAR TRANSPORTATION, INC.
EIN
04-3064025
Address
2 INDUSTRIAL DR · SOUTH HADLEY, MA · 01075
Phone
(413) 355-5350
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2020-07-01
Tax period
2021-06-30
Filed
2024-02-05
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)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN FUNDS | 96-6817943 | — | INVESTMENT PROVIDER | $0 | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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