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Original filing (PDF)20251010092532NAL0004103075001
SUFFOLK TRANSPORTATION SERVICES, INC
Form 5500
FILING_RECEIVED
T. W. U. - S. T. S. 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
36% in single holding6 service providers
Active participants
3,007
Accounts w/ balance
3,201
Plan assets (EOY)
$108.9M
Net assets (EOY)
$108.9M
How this plan invests
This plan
5 pooled trusts
Schedule D
5 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
82
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: RETIREMENT GOAL 2030 FUND - LS3 (extraction pending)]" is 36% of plan.
Helping the score
- Below-peer total fees (5 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUFFOLK TRANSPORTATION SERVICES, INC.
Plan sponsor
Name
SUFFOLK TRANSPORTATION SERVICES, INC
EIN
11-1782554
Address
10 MOFFITT BLVD · BAYSHORE, NY · 11706
Phone
(631) 665-3245
Industry
Transportation & Warehousingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
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
SACKLOW & ACOX, CPAS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $45K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REYNOLDS CONSULTING SERVICES LLC | — | HICKSVILLE, NY | INVESTMENT ADVISOR | $3K | — |
Broker
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY & CO INC | — | JERSEY CITY, NJ | BROKER/ADVISER | $0 | — |
| MORGAN STANLEY INSURANCE SERVICES I | — | NEW YOUK, NY | BROKER/ADVISER | $0 | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SACKLOW & ACOX CPAS LLC | — | SPRINGFILED, NJ | AUDITOR | $5K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADVISED ASSETS GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $640 | — |
Investments
5 pooled funds· $39.7M(36% 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.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RETIREMENT GOAL 2030 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 345 | Pooled Separate Account | — | — | $14.4M | 13.2% | |
| RETIREMENT GOAL 2040 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 346 | Pooled Separate Account | — | — | $11.1M | 10.2% | |
| RETIREMENT GOAL 2050 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 450 | Pooled Separate Account | — | — | $6.3M | 5.7% | |
| RETIREMENT GOAL 2020 FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 344 | Pooled Separate Account | — | — | $5.3M | 4.9% | |
| RETIREMENT GOAL INCOME FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 342 | Pooled Separate Account | — | — | $2.5M | 2.3% |